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Lorne Steinberg Wealth Management Inc.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lorne Steinberg Wealth Management Inc. on AXP, newest first. How the timeline and the estimate are built.

Lorne Steinberg Wealth Management Inc. held 33,084 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,084 shares
    Change vs previous 13F +605 shares

    2.3% of the 13F portfolio, value $11,190,663.

    13F-HR 0001851362-26-000003 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,479 shares
    Change vs previous 13F +85 shares

    2.33% of the 13F portfolio, value $9,824,247.

    13F-HR 0001851362-26-000002 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,394 shares
    Change vs previous 13F -175 shares

    2.76% of the 13F portfolio, value $11,984,160.

    13F-HR 0001851362-26-000001 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,569 shares
    Change vs previous 13F -270 shares

    2.61% of the 13F portfolio, value $10,818,119.

    13F-HR 0001851362-25-000006 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,839 shares
    Change vs previous 13F -300 shares

    2.74% of the 13F portfolio, value $10,474,984.

    13F-HR 0001851362-25-000004 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,139 shares
    Change vs previous 13F -111 shares

    2.6% of the 13F portfolio, value $8,916,047.

    13F-HR 0001731447-25-000005 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,250 shares
    Change vs previous 13F -20 shares

    2.86% of the 13F portfolio, value $9,868,267.

    13F-HR 0001851362-25-000001 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,270 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $9,022,824.

    13F-HR 0001851362-24-000005 filed by Lorne Steinberg Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).