Lorne Steinberg Wealth Management’s BCE BCE Stock Holding History

Lorne Steinberg Wealth Management’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.23M	Buy	196,535 +5,267	+3%	+$126K	0.87%	43
2026 Q1	$4.83M	Buy	191,268 +4,691	+3%	+$119K	1.14%	40
2025 Q4	$4.46M	Sell	186,577 -1,465	-0.8%	-$34.1K	1.02%	43
2025 Q3	$4.37M	Buy	188,042 +7,419	+4%	+$179K	1.05%	44
2025 Q2	$4.01M	Buy	180,623 +6,927	+4%	+$152K	1.05%	42
2025 Q1	$3.99M	Buy	173,696 +69,777	+67%	+$1.64M	1.16%	41
2024 Q4	$2.43M	Sell	103,919 -8,953	-8%	-$257K	0.71%	50
2024 Q3	$3.92M	Buy	112,872 +10,824	+11%	+$370K	1.13%	42
2024 Q2	$3.3M	Sell	102,048 -97	-0.1%	-$3.23K	1.06%	45
2024 Q1	$3.47M	Buy	102,145 +1,341	+1%	+$51K	1.08%	46
2023 Q4	$3.97M	Buy	100,804 +11,539	+13%	+$447K	1.33%	40
2023 Q3	$3.42M	Buy	89,265 +7,958	+10%	+$334K	1.32%	43
2023 Q2	$3.71M	Buy	81,307 +214	+0.3%	+$9.96K	1.4%	43
2023 Q1	$3.63M	Buy	81,093 +542	+0.7%	+$24.5K	1.45%	40
2022 Q4	$3.54M	Buy	80,551 +3,195	+4%	+$144K	1.52%	32
2022 Q3	$3.27M	Buy	77,356 +1,657	+2%	+$80.5K	1.59%	32
2022 Q2	$3.72M	Buy	75,699 +508	+0.7%	+$27.3K	1.75%	29
2022 Q1	$4.17M	Buy	75,191 +1,642	+2%	+$87.1K	1.93%	29
2021 Q4	$3.82M	Buy	73,549 +1,904	+3%	+$97.3K	1.64%	31
2021 Q3	$3.57M	Buy	71,645 +5,700	+9%	+$288K	1.73%	31
2021 Q2	$3.25M	Buy	65,945 +8,622	+15%	+$418K	1.6%	31
2021 Q1	$2.59M	Buy	57,323 +11,891	+26%	+$525K	1.37%	33
2020 Q4	$1.95M	Buy	+45,432	New	+$1.94M	1.21%	37

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Lorne Steinberg Wealth Management's BCE Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its BCE (BCE) stake by 2.8% in Q2 2026, buying an estimated $126K and bringing the position to 196,535 shares worth $4.23M. The position accounts for 0.87% of the portfolio, ranked #43.

Lorne Steinberg Wealth Management first reported a position in BCE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.83M in Q1 2026. 390 funds tracked by Wall St. Rank hold BCE as of Q2 2026.

Lorne Steinberg Wealth Management held 196,535 shares of BCE worth $4.23M as of Q2 2026.
Lorne Steinberg Wealth Management bought 5,267 BCE shares in Q2 2026, an estimated $126K.
BCE made up 0.87% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #43 holding.
Lorne Steinberg Wealth Management first reported a position in BCE in Q4 2020 and has held it in 23 quarters since.
Lorne Steinberg Wealth Management's BCE position peaked at $4.83M in Q1 2026.
390 funds tracked by Wall St. Rank held BCE as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.