Summit Securities Group’s Seagate STX Stock Holding History

Summit Securities Group’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-53	Closed	-$257K	–	485
2020 Q2	$257K	Buy	+53	New	+$2.66K	0.03%	350
2020 Q1	–	Sell	-50	Closed	-$298K	–	462
2019 Q4	$298K	Buy	50 +10	+25%	+$574	0.02%	352
2019 Q3	$215K	Buy	+40	New	+$1.96K	0.02%	303
2019 Q1	–	Sell	-186	Closed	-$718K	–	333
2018 Q4	$718K	Hold	186	–	–	0.06%	170
2018 Q3	$4K	Buy	+186	New	+$9.94K	﹤0.01%	178
2018 Q2	–	Sell	-44	Closed	-$257K	–	252
2018 Q1	$257K	Buy	+44	New	+$2.34K	0.06%	123
2015 Q1	–	Sell	-251	Closed	-$1K	–	612
2014 Q4	$1K	Buy	+251	New	+$15.6K	﹤0.01%	570
2014 Q1	–	Sell	-645	Closed	-$1K	–	563
2013 Q4	$1K	Sell	645 -92	-12%	-$4.55K	﹤0.01%	467
2013 Q3	$6K	Sell	737 -157	-18%	-$6.6K	﹤0.01%	290
2013 Q2	$5K	Buy	+894	New	+$36K	﹤0.01%	395

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's STX Position: Q1 2026 in Review

Summit Securities Group sold out of Seagate (STX) in Q1 2026, closing a stake of 3,648 shares — an estimated $1M sold.

Summit Securities Group first reported a position in STX in Q2 2013 and held it in 35 quarters. The position peaked at $4.01M in Q2 2013. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Summit Securities Group reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 3,648 Seagate shares in Q1 2026, an estimated $1M.
Summit Securities Group first reported a position in Seagate in Q2 2013 and held it in 35 quarters.
Summit Securities Group's Seagate position peaked at $4.01M in Q2 2013.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.