Smith Salley Wealth Management’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
+1,666
New +$1.27M 0.07% 131
2018
Q4
Sell
-33,100
Closed -$1.57M 183
2018
Q3
$1.57M Sell
33,100
-1,692
-5% -$90.4K 0.25% 85
2018
Q2
$1.97M Sell
34,792
-32,331
-48% -$1.87M 0.34% 79
2018
Q1
$3.93M Sell
67,123
-1,291
-2% -$68.7K 0.7% 54
2017
Q4
$2.86M Buy
68,414
+221
+0.3% +$8.44K 0.51% 69
2017
Q3
$2.26M Buy
68,193
+2,373
+4% +$80.6K 0.43% 76
2017
Q2
$2.55M Buy
65,820
+430
+0.7% +$18.8K 0.51% 73
2017
Q1
$3M Buy
65,390
+605
+0.9% +$26.9K 0.62% 60
2016
Q4
$2.47M Sell
64,785
-39,276
-38% -$1.47M 0.51% 66
2016
Q3
$4.01M Buy
104,061
+26,705
+35% +$867K 0.89% 44
2016
Q2
$1.89M Buy
77,356
+31,276
+68% +$758K 0.44% 71
2016
Q1
$1.59M Buy
46,080
+19,084
+71% +$615K 0.4% 75
2015
Q4
$990K Sell
26,996
-21,099
-44% -$803K 0.25% 97
2015
Q3
$2.15M Buy
48,095
+19,152
+66% +$927K 0.58% 55
2015
Q2
$1.38M Buy
+28,943
New +$1.6M 0.35% 84

Other funds holding STX

Smith Salley Wealth Management's STX Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Seagate (STX) in Q2 2026: 1,666 shares worth $1.61M. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in STX as recently as Q3 2018.

Smith Salley Wealth Management first reported a position in STX in Q2 2015 and has held it in 15 quarters since. The position peaked at $4.01M in Q3 2016. 837 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Smith Salley Wealth Management held 1,666 shares of Seagate worth $1.61M as of Q2 2026.
  • Seagate was a new Smith Salley Wealth Management position in Q2 2026.
  • Seagate made up 0.07% of Smith Salley Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Smith Salley Wealth Management first reported a position in Seagate in Q2 2015 and has held it in 15 quarters since.
  • Smith Salley Wealth Management's Seagate position peaked at $4.01M in Q3 2016.
  • 837 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.