Lorne Steinberg Wealth Management Inc. Portfolio Holdings

Lorne Steinberg Wealth Management Inc.

  • $359 Million
  • Q2 2025

Lorne Steinberg Wealth Management Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 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 $16M, Microsoft Corp with a value of $14.2M, Canadian Imperial Bank Of Commerce with a value of $12.8M, Berkshire Hathaway Inc Class B with a value of $11.2M, and Jpmorgan Chase & CO with a value of $11.2M.

Examining the 13F form we can see an increase of $37M in the current position value, from $322M to 359M.

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 $359 Million
Financial Services: $146 Million
Communication Services: $48.2 Million
Technology: $43.1 Million
Healthcare: $31.9 Million
Consumer Cyclical: $27.4 Million
Basic Materials: $16 Million
Consumer Defensive: $15.3 Million
Industrials: $13.1 Million
Other: $17.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$188B
$16 Million 4.47% of portfolio
121,904
Q2 2025 Added 4.66%
$3.95T
$14.2 Million 3.95% of portfolio
28,504
Q2 2025 Reduced 0.49%
$66.1B
$12.8 Million 3.57% of portfolio
180,597
Q2 2025 Added 9.74%
$621B
$11.2 Million 3.13% of portfolio
23,126
Q2 2025 Reduced 0.69%
$859B
$11.2 Million 3.11% of portfolio
38,520
Q2 2025 Reduced 0.79%
$133B
$11 Million 3.05% of portfolio
149,177
Q2 2025 Added 0.23%
$1.21T
$10.7 Million 2.97% of portfolio
60,555
Q2 2025 Reduced 1.67%
$227B
$10.5 Million 2.92% of portfolio
32,839
Q2 2025 Reduced 0.91%
$55.9B
$10.4 Million 2.9% of portfolio
51,726
Q2 2025 Reduced 0.78%
$76.4B
$10.2 Million 2.84% of portfolio
92,014
Q2 2025 Added 24.12%
$1.78T
$10.1 Million 2.8% of portfolio
13,634
Q2 2025 Reduced 34.54%
$551B
$9.93 Million 2.77% of portfolio
27,973
Q2 2025 Reduced 0.66%
$2.26T
$9.82 Million 2.74% of portfolio
44,739
Q2 2025 Added 8.68%
$67.2B
$9.34 Million 2.6% of portfolio
168,991
Q2 2025 Added 6.32%
$50.7B
$8.95 Million 2.49% of portfolio
183,456
Q2 2025 Added 1.52%
$207B
$8.91 Million 2.48% of portfolio
71,845
Q2 2025 Added 10.74%
$15.8B
$8.04 Million 2.24% of portfolio
262,440
Q2 2025 Added 0.01%
$293B
$7.86 Million 2.19% of portfolio
113,293
Q2 2025 Reduced 0.59%
$49.5B
$7.8 Million 2.17% of portfolio
48,820
Q2 2025 Reduced 0.62%
$33.8B
$7.73 Million 2.15% of portfolio
116,274
Q2 2025 Added 0.3%
$86B
$7.57 Million 2.11% of portfolio
109,757
Q2 2025 Reduced 0.29%
$250B
$7.36 Million 2.05% of portfolio
52,228
Q2 2025 Reduced 0.36%
$254B
$7.36 Million 2.05% of portfolio
10,395
Q2 2025 Reduced 0.14%
$63.6B
$7.01 Million 1.95% of portfolio
67,380
Q2 2025 Added 1.39%
$1.27T
$6.59 Million 1.84% of portfolio
29,088
Q2 2025 Reduced 0.26%
$108B
$6.39 Million 1.78% of portfolio
69,711
Q2 2025 Added 29.26%
$56.9B
$6.13 Million 1.71% of portfolio
191,895
Q2 2025 Reduced 0.32%
$155B
$5.78 Million 1.61% of portfolio
94,571
Q2 2025 Reduced 0.27%
$63.5B
$5.64 Million 1.57% of portfolio
55,970
Q2 2025 Reduced 1.5%
$12.3B
$5.62 Million 1.57% of portfolio
629,686
Q2 2025 Reduced 2.28%
$157B
$5.52 Million 1.54% of portfolio
14,275
Q2 2025 Added 13.79%
$30.2B
$5.53 Million 1.54% of portfolio
95,021
Q2 2025 Added 1.38%
$452B
$5.5 Million 1.53% of portfolio
36,006
Q2 2025 Added 13.1%
$7.85B
$4.91 Million 1.37% of portfolio
168,298
Q2 2025 Added 12.73%
$55.6B
$4.7 Million 1.31% of portfolio
27,313
Q2 2025 Reduced 1.73%
$6.58B
$4.66 Million 1.3% of portfolio
88,387
Q2 2025 Reduced 0.76%
$40.9B
$4.17 Million 1.16% of portfolio
39,255
Q2 2025 Reduced 0.61%
$22.3B
$4 Million 1.12% of portfolio
180,623
Q2 2025 Added 3.99%
$13.4B
$3.65 Million 1.02% of portfolio
122,961
Q2 2025 Added 1.62%
$6.9B
$3.5 Million 0.98% of portfolio
24,335
Q2 2025 Reduced 0.53%
$3.69T
$3.28 Million 0.91% of portfolio
15,975
Q2 2025 Added 1.65%
$12.7B
$3.24 Million 0.9% of portfolio
84,009
Q2 2025 Reduced 0.66%
$33.5B
$2.78 Million 0.78% of portfolio
107,820
Q2 2025 Reduced 1.99%
$34.5B
$2.74 Million 0.76% of portfolio
87,210
Q2 2025 Added 1.96%
$124B
$2.62 Million 0.73% of portfolio
8,504
Q2 2025 Reduced 0.7%
$94.4B
$2.58 Million 0.72% of portfolio
36,356
Q2 2025 Reduced 2.11%
$29.2B
$2.55 Million 0.71% of portfolio
222,397
Q2 2025 Reduced 2.77%
$3.37B
$2.25 Million 0.63% of portfolio
34,115
Q2 2025 Reduced 3.22%
$423B
$728,000 0.2% of portfolio
1
Q2 2021 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $359 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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