Lorne Steinberg Wealth Management Inc. Reduced Holdings in Q2 2025

Lorne Steinberg Wealth Management Inc.

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-7.19K
- 34.54%
$484.66 - $738.09 $3.49M - $5.31M
13.6K $10.1M
BDX
Becton Dickinson & CO

Healthcare
-480
- 1.73%
$165.15 - $226.42 $79.3K - $109K
27.3K $4.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-160
- 0.69%
$483.48 - $539.8 $77.4K - $86.4K
23.1K $11.2M
KHC
Kraft Heinz CO

Consumer Defensive
-2.19K
- 1.99%
$25.61 - $30.81 $56K - $67.3K
108K $2.78M
ALL
Allstate Corp

Financial Services
-405
- 0.78%
$180.53 - $212.64 $73.1K - $86.1K
51.7K $10.4M
DEO
Diageo PLC

Consumer Defensive
-855
- 1.5%
$99.86 - $115.75 $85.4K - $99K
56K $5.64M
TSCO
Tractor Supply CO

Consumer Cyclical
-675
- 0.76%
$47.86 - $55.77 $32.3K - $37.6K
88.4K $4.66M
MIDD
Middleby Corp

Industrials
-130
- 0.53%
$124.01 - $154.76 $16.1K - $20.1K
24.3K $3.5M
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 7.13%
$908.13 - $1056.85 $31.8K - $37K
456 $451K
Kenvue Inc
-1.23K
- 0.65%
N/A
187K $0
VTRS
Viatris Inc

Healthcare
-14.7K
- 2.28%
$7.26 - $9.12 $107K - $134K
630K $5.62M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-120
- 0.95%
$91.23 - $97.27 $10.9K - $11.7K
12.5K $1.22M
V
Visa Inc.

Financial Services
-185
- 0.66%
$308.27 - $373.31 $57K - $69.1K
28K $9.93M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6.34K
- 2.77%
$7.69 - $11.46 $48.8K - $72.7K
222K $2.55M
CVS
Cvs Health Corp

Healthcare
-320
- 0.29%
$60.04 - $70.18 $19.2K - $22.5K
110K $7.57M
MFC
Manulife Financial Corp

Financial Services
-619
- 0.32%
$26.93 - $32.44 $16.7K - $20.1K
192K $6.13M
UL
Unilever PLC

Consumer Defensive
-260
- 0.27%
$57.9 - $65.43 $15.1K - $17K
94.6K $5.78M
NVDA
Nvidia Corp

Technology
-50
- 1.69%
$94.31 - $157.99 $4.72K - $7.9K
2.9K $458K
NKE
Nike, Inc.

Consumer Cyclical
-785
- 2.11%
$53.27 - $72.04 $41.8K - $56.6K
36.4K $2.58M
SMG
Scotts Miracle Gro CO

Basic Materials
-1.14K
- 3.22%
$48.21 - $66.48 $54.7K - $75.5K
34.1K $2.25M
MGA
Magna International Inc

Consumer Cyclical
-561
- 0.66%
$30.82 - $38.61 $17.3K - $21.7K
84K $3.24M
STT
State Street Corp

Financial Services
-240
- 0.61%
$75.33 - $106.34 $18.1K - $25.5K
39.3K $4.17M
EA
Electronic Arts Inc.

Communication Services
-305
- 0.62%
$132.53 - $159.7 $40.4K - $48.7K
48.8K $7.8M
CSCO
Cisco Systems, Inc.

Technology
-675
- 0.59%
$53.19 - $69.38 $35.9K - $46.8K
113K $7.86M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 1.67%
$144.7 - $178.6 $149K - $184K
60.6K $10.7M
CTVA
Corteva, Inc.

Basic Materials
-955
- 0.86%
$55.52 - $74.53 $53K - $71.2K
110K $8.23M
MS
Morgan Stanley

Financial Services
-190
- 0.36%
$99.83 - $140.86 $19K - $26.8K
52.2K $7.36M
AXP
American Express CO

Financial Services
-300
- 0.91%
$231.39 - $318.98 $69.4K - $95.7K
32.8K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
-305
- 0.79%
$210.28 - $289.91 $64.1K - $88.4K
38.5K $11.2M
GS
Goldman Sachs Group Inc

Financial Services
-15
- 0.14%
$462.22 - $707.75 $6.93K - $10.6K
10.4K $7.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-75
- 0.26%
$141.37 - $228.57 $10.6K - $17.1K
29.1K $6.59M
MSFT
Microsoft Corp

Technology
-140
- 0.49%
$354.56 - $497.45 $49.6K - $69.6K
28.5K $14.2M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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