13F Filings History of Lorne Steinberg Wealth Management Inc.

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$414,967,788
Signature - Title
Geoffrey Smith - Chief Compliance Officer
Location
Montreal, Quebec, Canada (Federal Level)
Summary
This page shows a list of all the recent 13F filings made by Lorne Steinberg Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lorne Steinberg Wealth Management Inc. reported 70 stock holdings with total value $414,967,788 as of Q3 2025. Top holdings included RY, GOOGL, CM, MSFT, and BMO.

Notify me when Lorne Steinberg Wealth Management Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 70 $414,967,788 +$24,921,772 -$16,694,744 +$8,227,028 RY, GOOGL, CM, MSFT, BMO 13F-HR 31 Oct 2025, 13:05
Q2 2025 70 $382,909,651 +$11,951,351 -$7,219,058 +$4,732,293 RY, MSFT, CM, BRKB, JPM 13F-HR 29 Jul 2025, 17:57
Q1 2025 70 $343,097,498 +$12,359,584 -$6,342,400 +$6,017,184 RY, BRKB, META, ALL, MSFT 13F-HR 17 Apr 2025, 13:47
Q4 2024 70 $344,901,248 +$10,543,945 -$4,843,947 +$5,699,998 RY, META, MSFT, GOOGL, BRKB 13F-HR 31 Jan 2025, 16:09
Q3 2024 69 $345,897,340 +$15,118,503 -$9,034,321 +$6,084,182 RY, MSFT, META, BRKB, GOOGL 13F-HR 24 Oct 2024, 18:49
Q2 2024 68 $310,683,522 +$20,079,092 -$19,931,756 +$147,336 MSFT, GOOGL, RY, META, BRKB 13F-HR 18 Jul 2024, 07:43
Q1 2024 68 $319,274,081 +$12,442,390 -$9,549,280 +$2,893,110 MSFT, RY, META, BRKB, GOOGL 13F-HR 02 May 2024, 17:53
Q4 2023 73 $297,650,645 +$26,989,387 -$15,591,343 +$11,398,044 RY, MSFT, GOOGL, TD, BRKB 13F-HR 01 Feb 2024, 13:56
Q3 2023 70 $259,716,420 +$12,496,458 -$8,222,655 +$4,273,803 RY, MSFT, BRKB, GOOGL, TD 13F-HR 31 Oct 2023, 13:14
Q2 2023 67 $265,295,813 +$19,858,736 -$1,202,827 +$18,655,909 MSFT, RY, BRKB, TD, GOOGL 13F-HR 14 Jul 2023, 18:22
Q1 2023 66 $250,197,974 +$18,444,144 -$4,312,322 +$14,131,822 RY, MSFT, BRKB, CTVA, DEO 13F-HR 26 Apr 2023, 18:11
Q4 2022 69 $232,770,834 +$18,983,009 -$1,919,418 +$17,063,591 RY, BRKB, VTRS, ING, CVS 13F-HR 10 Feb 2023, 16:38
Q3 2022 59 $203,164,000 +$29,684,419 -$733,672 +$28,950,747 RY, CVS, CTVA, ALL, MSFT 13F-HR 09 Nov 2022, 13:27
Q2 2022 64 $212,522,000 +$35,228,388 -$1,446,325 +$33,782,063 RY, MSFT, VTRS, CVS, ALL 13F-HR 10 Aug 2022, 15:25
Q1 2022 61 $214,317,000 +$29,135,920 -$15,672,172 +$13,463,748 RY, MSFT, CVS, BRKB, VTRS 13F-HR 10 May 2022, 12:12
Q4 2021 64 $232,555,000 +$27,808,593 -$3,583,713 +$24,224,880 BNS, MSFT, GOOGL, RY, CVS 13F-HR 14 Feb 2022, 12:15
Q3 2021 61 $206,590,000 +$14,075,049 -$8,013,865 +$6,061,184 ING, GOOGL, RY, MS, MSFT 13F-HR 09 Nov 2021, 16:40
Q2 2021 62 $198,167,000 +$14,064,315 -$9,043,007 +$5,021,308 RY, MS, ING, GOOGL, MSFT 13F-HR 20 Jul 2021, 15:27
Q1 2021 60 $178,404,000 +$19,246,142 -$6,935,438 +$12,310,704 RY, CSCO, ING, DIS, MS 13F-HR 03 May 2021, 16:57
Q4 2020 60 $158,038,000 $0 CTVA, DIS, PHG, CSCO, MSFT 13F-HR 17 Mar 2021, 10:24