LNWTC
SRE icon

Laird Norton Wetherby Trust Company’s Sempra SRE Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.79M Sell
19,146
-800
-4% -$74.4K 0.03% 366
2026
Q1 		$1.95M Buy
19,946
+207
+1% +$18.9K 0.04% 323
2025
Q4 		$1.76M Buy
+19,739
New +$1.8M 0.04% 354

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

Laird Norton Wetherby Trust Company's SRE Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Sempra (SRE) stake by 4% in Q2 2026, selling an estimated $74.4K and leaving 19,146 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #366.

Laird Norton Wetherby Trust Company first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 19,146 shares of Sempra worth $1.79M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 800 Sempra shares in Q2 2026, an estimated $74.4K.
  • Sempra made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #366 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Sempra position peaked at $1.95M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.