LMR Partners’s SES AI SES Stock Holding History

LMR Partners’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,100	Closed	-$12.6K	–	1745
2026 Q1	$12.6K	Buy	+13,100	New	+$22.3K	﹤0.01%	1365

Other funds holding SES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

GMH

General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LMR Partners's SES Position: Q2 2026 in Review

LMR Partners reduced its SES AI (SES) stake by 49% in Q2 2026, selling an estimated $108K and leaving 103,185 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

LMR Partners first reported a position in SES in Q3 2021 and has held it in 4 quarters since. The position peaked at $328K in Q3 2021. 130 funds tracked by Wall St. Rank hold SES as of Q2 2026.

LMR Partners held 103,185 shares of SES AI worth $99.1K as of Q2 2026.
LMR Partners sold 99,025 SES AI shares in Q2 2026, an estimated $108K.
SES AI made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1372 holding.
LMR Partners first reported a position in SES AI in Q3 2021 and has held it in 4 quarters since.
LMR Partners's SES AI position peaked at $328K in Q3 2021.
130 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.