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Liberty Wealth Management’s Sempra SRE Stock Holding History

Liberty 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 		$249K Hold
2,559
– – 0.03% 230
2026
Q1 		$249K Buy
2,559
+16
+0.6% +$1.46K 0.03% 230
2025
Q4 		$224K Buy
2,543
+12
+0.5% +$1.09K 0.03% 229
2025
Q3 		$228K Buy
+2,531
New +$205K 0.03% 217
2025
Q1 		– Sell
-2,481
Closed -$218K – 198
2024
Q4 		$218K Buy
2,481
+27
+1% +$2.36K 0.04% 193
2024
Q3 		$205K Buy
+2,454
New +$196K 0.03% 203
2022
Q3 		$243K Buy
+3,240
New +$262K 0.06% 131
2022
Q2 		– Sell
-2,428
Closed -$204K – 169
2022
Q1 		$204K Buy
+2,428
New +$174K 0.07% 150
2021
Q4 		– Sell
-2,388
Closed -$151K – 976
2021
Q3 		$151K Buy
2,388
+14
+0.6% +$924 0.05% 210
2021
Q2 		$157K Buy
2,374
+12
+0.5% +$821 0.06% 157
2021
Q1 		$147K Hold
2,362
– – 0.07% 137
2020
Q4 		$147K Sell
2,362
-420
-15% -$27K 0.07% 136
2020
Q3 		$165K Sell
2,782
-20
-0.7% -$1.23K 0.1% 110
2020
Q2 		$164K Buy
2,802
+492
+21% +$30.2K 0.12% 105
2020
Q1 		$131K Buy
2,310
+10
+0.4% +$709 0.11% 115
2019
Q4 		$174K Buy
2,300
+1,494
+185% +$110K 0.14% 114
2019
Q3 		$59K Sell
806
-1,474
-65% -$103K 0.06% 205
2019
Q2 		$157K Buy
2,280
+1,474
+183% +$96.7K 0.14% 124
2019
Q1 		$50K Hold
806
– – 0.04% 204
2018
Q4 		$43K Buy
+806
New +$46K 0.03% 207

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

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

Liberty Wealth Management held its Sempra (SRE) position steady in Q2 2026 at 2,559 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #230.

Liberty Wealth Management first reported a position in SRE in Q4 2018 and has held it in 20 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Liberty Wealth Management held 2,559 shares of Sempra worth $249K as of Q2 2026.
  • Liberty Wealth Management left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Liberty Wealth Management first reported a position in Sempra in Q4 2018 and has held it in 20 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.