13F Filings History of Lorne Steinberg Wealth Management Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$434,857,478
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 72 stock holdings with total value $434,857,478 as of Q4 2025. Top holdings included RY, GOOGL, CM, TD, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $434,857,478 +$16,910,548 -$13,862,929 +$3,047,619 RY, GOOGL, CM, TD, MSFT 13F-HR 27 Jan 2026, 11:07
Q3 2025 70 $414,967,788 +$24,921,775 -$16,694,747 +$8,227,028 RY, GOOGL, CM, MSFT, BMO 13F-HR 31 Oct 2025, 13:05
Q2 2025 70 $382,909,651 +$11,951,350 -$7,219,057 +$4,732,293 RY, MSFT, CM, BRKB, JPM 13F-HR 29 Jul 2025, 17:57
Q1 2025 70 $343,097,498 +$12,359,585 -$6,342,398 +$6,017,187 RY, BRKB, META, ALL, MSFT 13F-HR 17 Apr 2025, 13:47
Q4 2024 70 $344,901,248 +$10,543,946 -$4,843,948 +$5,699,998 RY, META, MSFT, GOOGL, BRKB 13F-HR 31 Jan 2025, 16:09
Q3 2024 69 $345,897,340 +$15,118,491 -$9,034,331 +$6,084,160 RY, MSFT, META, BRKB, GOOGL 13F-HR 24 Oct 2024, 18:49
Q2 2024 68 $310,683,522 +$20,079,089 -$19,931,756 +$147,333 MSFT, GOOGL, RY, META, BRKB 13F-HR 18 Jul 2024, 07:43
Q1 2024 69 $319,274,081 +$12,442,399 -$9,549,285 +$2,893,114 MSFT, RY, META, BRKB, GOOGL 13F-HR 02 May 2024, 17:53
Q4 2023 73 $297,650,645 +$26,989,385 -$15,591,335 +$11,398,050 RY, MSFT, GOOGL, TD, BRKB 13F-HR 01 Feb 2024, 13:56
Q3 2023 69 $259,716,420 +$12,496,452 -$8,104,107 +$4,392,345 RY, MSFT, BRKB, GOOGL, TD 13F-HR 31 Oct 2023, 13:14
Q2 2023 69 $265,421,832 +$19,858,739 -$10,633,961 +$9,224,778 MSFT, RY, BRKB, TD, GOOGL 13F-HR 14 Jul 2023, 18:22
Q1 2023 66 $250,197,974 +$18,444,138 -$11,764,460 +$6,679,678 RY, MSFT, BRKB, CTVA, DEO 13F-HR 26 Apr 2023, 18:11
Q4 2022 69 $232,770,834 +$18,983,008 -$7,216,143 +$11,766,865 RY, BRKB, VTRS, Allstate Corporation, ING 13F-HR 10 Feb 2023, 17:38
Q3 2022 60 $203,164,000 +$29,684,415 -$13,414,672 +$16,269,743 RY, CVS, CTVA, ALL, MSFT 13F-HR 09 Nov 2022, 14:27
Q2 2022 64 $212,522,000 +$35,228,392 -$2,335,218 +$32,893,174 RY, MSFT, VTRS, CVS, ALL 13F-HR 10 Aug 2022, 15:25
Q1 2022 62 $214,317,000 +$29,135,908 -$37,834,170 -$8,698,262 RY, MSFT, CVS, BRKB, VTRS 13F-HR 10 May 2022, 12:12
Q4 2021 64 $232,555,000 +$27,808,591 -$12,070,714 +$15,737,877 BNS, MSFT, GOOGL, RY, CVS 13F-HR 14 Feb 2022, 13:15
Q3 2021 61 $206,590,000 +$14,075,052 -$8,013,864 +$6,061,188 ING, GOOGL, RY, MS, MSFT 13F-HR 09 Nov 2021, 16:40
Q2 2021 63 $198,167,000 +$14,064,314 -$9,043,005 +$5,021,309 RY, MS, ING, GOOGL, MSFT 13F-HR 20 Jul 2021, 15:27
Q1 2021 62 $173,445,000 +$18,733,513 -$6,935,423 +$11,798,090 RY, CSCO, ING, DIS, MS 13F-HR 03 May 2021, 16:57
Q4 2020 61 $158,038,000 $0 $0 $0 CTVA, DIS, PHG, CSCO, MSFT 13F-HR 17 Mar 2021, 10:24