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Westmount Partners’s Sempra SRE Stock Holding History

Westmount Partners’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 		$876K Hold
9,449
– – 0.19% 102
2026
Q1 		$918K Sell
9,449
-421
-4% -$38.5K 0.23% 91
2025
Q4 		$871K Hold
9,870
– – 0.22% 86
2025
Q3 		$881K Sell
9,870
-4
-0% -$324 0.23% 86
2025
Q2 		$748K Buy
9,874
+32
+0.3% +$2.38K 0.21% 94
2025
Q1 		$702K Sell
9,842
-646
-6% -$50.3K 0.21% 98
2024
Q4 		$920K Hold
10,488
– – 0.28% 70
2024
Q3 		$877K Buy
10,488
+488
+5% +$39K 0.26% 79
2024
Q2 		$750K Buy
10,000
+10
+0.1% +$739 0.25% 82
2024
Q1 		$718K Sell
9,990
-549
-5% -$39.3K 0.26% 83
2023
Q4 		$788K Buy
10,539
+410
+4% +$29.3K 0.32% 69
2023
Q3 		$689K Sell
10,129
-1
-0% -$72 0.3% 78
2023
Q2 		$737K Buy
10,130
+14
+0.1% +$1.05K 0.32% 66
2023
Q1 		$764K Buy
10,116
+18
+0.2% +$1.38K 0.35% 64
2022
Q4 		$780K Buy
+10,098
New +$781K 0.41% 54

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

Westmount Partners's SRE Position: Q2 2026 in Review

Westmount Partners held its Sempra (SRE) position steady in Q2 2026 at 9,449 shares worth $876K. The position accounts for 0.19% of the portfolio, ranked #102.

Westmount Partners first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $920K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Westmount Partners held 9,449 shares of Sempra worth $876K as of Q2 2026.
  • Westmount Partners left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.19% of Westmount Partners's portfolio in Q2 2026, its #102 holding.
  • Westmount Partners first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Sempra position peaked at $920K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.