LSWM
GS icon

Lorne Steinberg Wealth Management’s Goldman Sachs GS Stock Holding History

Lorne Steinberg Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.58M Sell
10,142
-164
-2% -$146K 2.03% 22
2025
Q4 		$9.06M Sell
10,306
-3
-0% -$2.45K 2.08% 18
2025
Q3 		$8.21M Sell
10,309
-86
-0.8% -$63.7K 1.98% 19
2025
Q2 		$7.36M Sell
10,395
-15
-0.1% -$8.69K 1.92% 24
2025
Q1 		$5.69M Sell
10,410
-6,285
-38% -$3.78M 1.66% 29
2024
Q4 		$9.56M Sell
16,695
-31
-0.2% -$17.3K 2.77% 9
2024
Q3 		$8.28M Sell
16,726
-110
-0.7% -$53.8K 2.39% 12
2024
Q2 		$7.62M Sell
16,836
-155
-0.9% -$68K 2.45% 11
2024
Q1 		$7.1M Buy
16,991
+8
+0% +$3.1K 2.22% 17
2023
Q4 		$6.55M Sell
16,983
-15
-0.1% -$5.01K 2.2% 16
2023
Q3 		$5.5M Sell
16,998
-320
-2% -$107K 2.12% 19
2023
Q2 		$5.59M Sell
17,318
-260
-1% -$85.5K 2.1% 20
2023
Q1 		$5.75M Sell
17,578
-20
-0.1% -$6.96K 2.3% 13
2022
Q4 		$6.04M Buy
17,598
+15
+0.1% +$5.22K 2.6% 11
2022
Q3 		$5.15M Buy
17,583
+5,710
+48% +$1.85M 2.5% 13
2022
Q2 		$3.53M Buy
11,873
+542
+5% +$169K 1.66% 33
2022
Q1 		$3.74M Buy
11,331
+1,655
+17% +$585K 1.73% 31
2021
Q4 		$3.7M Sell
9,676
-66
-0.7% -$26.1K 1.59% 34
2021
Q3 		$3.68M Buy
9,742
+205
+2% +$80.1K 1.78% 30
2021
Q2 		$3.62M Buy
9,537
+237
+3% +$84.8K 1.78% 29
2021
Q1 		$3.04M Buy
9,300
+30
+0.3% +$9.34K 1.61% 31
2020
Q4 		$2.45M Buy
+9,270
New +$2.06M 1.53% 30

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lorne Steinberg Wealth Management's GS Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Goldman Sachs (GS) stake by 1.6% in Q1 2026, selling an estimated $146K and leaving 10,142 shares worth $8.58M. The position accounts for 2.03% of the portfolio, ranked #22.

Lorne Steinberg Wealth Management first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.56M in Q4 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Lorne Steinberg Wealth Management held 10,142 shares of Goldman Sachs worth $8.58M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 164 Goldman Sachs shares in Q1 2026, an estimated $146K.
  • Goldman Sachs made up 2.03% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Lorne Steinberg Wealth Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Goldman Sachs position peaked at $9.56M in Q4 2024.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.