Lorne Steinberg Wealth Management Inc.
Position in MS — Morgan Stanley
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,798,170
+$2,401,645 QoQ
Shares Held
51,656
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#539
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lorne Steinberg Wealth Management Inc. holds $21,263,826 across 2 Capital Markets names. MS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
51,656 | $10,798,170 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,348 | $10,465,656 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,798,170 | 51,656 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,396,525 | 51,021 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,090,956 | 51,208 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,144,633 | 51,237 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,356,836 | 52,228 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,115,608 | 52,418 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,605,705 | 52,543 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,455,191 | 52,333 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,118,316 | 52,663 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,978,521 | 52,873 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,914,088 | 52,698 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,316,831 | 52,857 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,551,563 | 53,297 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,709,328 | 53,637 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,631,209 | 54,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,279,339 | 54,162 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,124,125 | 54,222 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,655,535 | 53,267 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,241,950 | 73,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,285,794 | 74,872 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,890,686 | 75,152 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,910,857 | 76,112 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,229,318 | 76,307 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||