Lorne Steinberg Wealth Management Inc. Portfolio Holdings

Lorne Steinberg Wealth Management Inc.

  • $322 Million
  • Q1 2025

Lorne Steinberg Wealth Management Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Royal Bank Of Canada with a value of $13.1M, Berkshire Hathaway Inc Class B with a value of $12.4M, Meta Platforms, Inc. with a value of $12M, Allstate Corp with a value of $10.8M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an decrease of $360K in the current position value, from $322M to 322M.

Lorne Steinberg Wealth Management Inc. is based out at Montreal, Quebec, Z4

Below you can find more details about Lorne Steinberg Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
Financial Services: $126 Million
Communication Services: $45.2 Million
Technology: $35 Million
Healthcare: $32.9 Million
Consumer Cyclical: $23.9 Million
Consumer Defensive: $16.1 Million
Basic Materials: $13.6 Million
Industrials: $12.8 Million
Other: $16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$164B
$13.1 Million 4.08% of portfolio
116,475
Q1 2025 Added 3.94%
$691B
$12.4 Million 3.85% of portfolio
23,286
Q1 2025 Added 0.24%
$1.23T
$12 Million 3.73% of portfolio
20,827
Q1 2025 Reduced 0.16%
$52.1B
$10.8 Million 3.35% of portfolio
52,131
Q1 2025 Reduced 0.39%
$2.92T
$10.8 Million 3.34% of portfolio
28,644
Q1 2025 Added 0.51%
$548B
$9.87 Million 3.07% of portfolio
28,158
Q1 2025 Reduced 0.15%
$714B
$9.52 Million 2.96% of portfolio
38,825
Q1 2025 Reduced 0.55%
$967B
$9.52 Million 2.96% of portfolio
61,583
Q1 2025 Added 0.24%
$55.3B
$9.27 Million 2.88% of portfolio
164,569
Q1 2025 Added 2.01%
$198B
$8.92 Million 2.77% of portfolio
33,139
Q1 2025 Reduced 0.33%
$113B
$8.92 Million 2.77% of portfolio
148,842
Q1 2025 Added 0.95%
$50.2B
$8.53 Million 2.65% of portfolio
180,718
Q1 2025 Added 1.49%
$1.93T
$7.83 Million 2.43% of portfolio
41,164
Q1 2025 Reduced 1.08%
$58.1B
$7.54 Million 2.34% of portfolio
158,946
Q1 2025 Added 0.96%
$85.8B
$7.46 Million 2.32% of portfolio
110,077
Q1 2025 Added 3.41%
$11.6B
$7.44 Million 2.31% of portfolio
262,405
Q1 2025 Added 12.55%
$64.1B
$7.08 Million 2.2% of portfolio
74,131
Q1 2025 Added 7.53%
$233B
$7.03 Million 2.19% of portfolio
113,968
Q1 2025 Reduced 0.67%
$44.2B
$7.01 Million 2.18% of portfolio
111,325
Q1 2025 Added 0.18%
$34.2B
$6.64 Million 2.06% of portfolio
115,925
Q1 2025 Added 0.86%
$65.8B
$6.48 Million 2.01% of portfolio
66,459
Q1 2025 Added 8.74%
$165B
$6.4 Million 1.99% of portfolio
64,875
Q1 2025 Added 0.11%
$58.5B
$6.37 Million 1.98% of portfolio
27,793
Q1 2025 Added 0.36%
$197B
$6.12 Million 1.9% of portfolio
52,418
Q1 2025 Reduced 0.24%
$57.1B
$6 Million 1.86% of portfolio
192,514
Q1 2025 Reduced 0.05%
$63B
$5.95 Million 1.85% of portfolio
56,825
Q1 2025 Added 4.87%
$186B
$5.69 Million 1.77% of portfolio
10,410
Q1 2025 Reduced 37.65%
$159B
$5.65 Million 1.75% of portfolio
94,831
Q1 2025 Added 15.35%
$9.86B
$5.61 Million 1.74% of portfolio
644,361
Q1 2025 Added 0.14%
$96.2B
$5.29 Million 1.64% of portfolio
53,929
Q1 2025 Added 0.47%
$404B
$5.28 Million 1.64% of portfolio
31,836
Q1 2025 Reduced 0.44%
$5.54B
$4.91 Million 1.53% of portfolio
89,062
Q1 2025 Added 0.07%
$856B
$4.84 Million 1.5% of portfolio
29,163
Q1 2025 Added 0.45%
$171B
$4.81 Million 1.5% of portfolio
12,545
Q1 2025 Added 17.07%
$29.1B
$4.66 Million 1.45% of portfolio
93,726
Q1 2025 Added 3.03%
$19.7B
$3.99 Million 1.24% of portfolio
173,696
Q1 2025 Added 67.15%
$7.19B
$3.77 Million 1.17% of portfolio
149,298
Q1 2025 Added 15.91%
$7.05B
$3.72 Million 1.16% of portfolio
24,465
Q1 2025 Reduced 0.29%
$32.1B
$3.54 Million 1.1% of portfolio
39,495
Q1 2025 Added 0.27%
$3.36T
$3.49 Million 1.08% of portfolio
15,715
Q1 2025 Added 0.92%
$36.1B
$3.35 Million 1.04% of portfolio
110,005
Q1 2025 Added 2.21%
$9.91B
$3.23 Million 1.01% of portfolio
120,997
Q1 2025 Added 19.79%
$9.84B
$2.87 Million 0.89% of portfolio
84,570
Q1 2025 Added 6.38%
$33.9B
$2.63 Million 0.82% of portfolio
85,535
Q1 2025 Added 1,077.2%
$121B
$2.62 Million 0.81% of portfolio
8,564
Q1 2025 Added 0.93%
$20.9B
$2.45 Million 0.76% of portfolio
228,737
Q1 2025 Added 0.47%
$72.6B
$2.36 Million 0.73% of portfolio
37,141
Q1 2025 Added 2.9%
$0
$2.17 Million 0.67% of portfolio
27,512
Q1 2025 Reduced 0.22%
$2.94B
$1.93 Million 0.6% of portfolio
35,250
Q1 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $322 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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