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Iams Wealth Management’s Sempra SRE Stock Holding History

Iams Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
12,903
+2,258
+21% +$210K 0.36% 86
2026
Q1 		$1.03M Buy
10,645
+111
+1% +$10.2K 0.36% 82
2025
Q4 		$930K Buy
10,534
+258
+3% +$23.5K 0.34% 93
2025
Q3 		$925K Sell
10,276
-68
-0.7% -$5.51K 0.37% 81
2025
Q2 		$784K Sell
10,344
-1,196
-10% -$88.8K 0.36% 80
2025
Q1 		$824K Buy
11,540
+2,548
+28% +$199K 0.38% 80
2024
Q4 		$789K Sell
8,992
-489
-5% -$42.8K 0.36% 78
2024
Q3 		$793K Buy
9,481
+822
+9% +$65.7K 0.39% 75
2024
Q2 		$659K Buy
8,659
+1,107
+15% +$81.8K 0.36% 77
2024
Q1 		$534K Buy
7,552
+699
+10% +$50.1K 0.33% 81
2023
Q4 		$512K Sell
6,853
-21
-0.3% -$1.5K 0.33% 79
2023
Q3 		$468K Buy
+6,874
New +$496K 0.32% 81
2023
Q2 		– Sell
-5,740
Closed -$431K – 215
2023
Q1 		$429K Buy
+5,740
New +$440K 0.36% 78

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Iams Wealth Management's SRE Position: Q2 2026 in Review

Iams Wealth Management increased its Sempra (SRE) stake by 21% in Q2 2026, buying an estimated $210K and bringing the position to 12,903 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #86.

Iams Wealth Management first reported a position in SRE in Q1 2023 and has held it in 13 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Iams Wealth Management held 12,903 shares of Sempra worth $1.2M as of Q2 2026.
  • Iams Wealth Management bought 2,258 Sempra shares in Q2 2026, an estimated $210K.
  • Sempra made up 0.36% of Iams Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Iams Wealth Management first reported a position in Sempra in Q1 2023 and has held it in 13 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.