Lorne Steinberg Wealth Management Inc.

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Montreal, Quebec, Canada
CIK
0001851362
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 72 486,633 RY, GOOGL, TD, BMO 13F-HR 7/28/2026 000185136226000003
Q1 2026 68 422,111 RY, GOOGL, TD, CM 13F-HR 5/7/2026 000185136226000002
Q4 2025 72 434,857 RY, GOOGL, CM, TD 13F-HR 1/27/2026 000185136226000001
Q3 2025 70 414,967 RY, GOOGL, CM, MSFT 13F-HR 10/31/2025 000185136225000006
Q2 2025 70 382,909 RY, MSFT, CM, BRK-B 13F-HR 7/29/2025 000185136225000004
Q1 2025 70 343,097 RY, BRK-B, META, ALL 13F-HR 4/17/2025 000173144725000005
Q4 2024 70 344,901 RY, META, MSFT, GOOGL 13F-HR 1/31/2025 000185136225000001
Q3 2024 69 345,897 RY, MSFT, META, BRK-B 13F-HR 10/24/2024 000185136224000005
Q2 2024 68 310,683 MSFT, GOOGL, RY, META 13F-HR 7/18/2024 000185136224000003
Q1 2024 69 320,254 MSFT, RY, META, BRK-B 13F-HR 5/2/2024 000185136224000002
Q4 2023 73 297,650 RY, MSFT, GOOGL, TD 13F-HR 2/1/2024 000185136224000001
Q3 2023 70 259,842 RY, MSFT, BRK-B, GOOGL 13F-HR 10/31/2023 000185136223000003
Q2 2023 69 265,522 MSFT, RY, BRK-B, TD 13F-HR 7/17/2023 000179990023000006
Q1 2023 66 250,197 RY, MSFT, BRK-B, CTVA 13F-HR 4/26/2023 000185136223000002
Q4 2022 69 232,770 RY, BRK-B, VTRS, Allstate Corporation 13F-HR 2/13/2023 000185136223000001
Q3 2022 60 205,942 RY, CVS, CTVA, ALL 13F-HR 11/9/2022 000156761922019357
Q2 2022 64 212,522 RY, MSFT, VTRS, CVS 13F-HR 8/10/2022 000156761922015464
Q1 2022 62 216,603 RY, MSFT, CVS, BRK-B 13F-HR 5/10/2022 000156761922009893
Q4 2021 64 232,555 BNS, MSFT, GOOGL, RY 13F-HR 2/14/2022 000156761922004073
Q3 2021 61 206,590 ING, GOOGL, RY, MS 13F-HR 11/9/2021 000156761921019570
Q2 2021 63 203,495 RY, MS, ING, GOOGL 13F-HR 7/20/2021 000156761921013696
Q1 2021 62 188,985 RY, CSCO, ING, PHG 13F-HR 5/3/2021 000156761921008868
Q4 2020 61 160,683 CTVA, DIS, PHG, CSCO 13F-HR 3/17/2021 000156761921006466