Lorne Steinberg Wealth Management Inc. BHP — BHP Billiton

Ownership history in Lorne Steinberg Wealth Management Inc.  ·  2 quarters on record

AI Ownership Summary

Lorne Steinberg Wealth Management Inc. reported BHP Billiton (BHP) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows BHP at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lorne Steinberg Wealth Management Inc.'s position in BHP Billiton, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BHP was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lorne Steinberg Wealth Management Inc. held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,339 +79 +2.4% 0.06% $278K 2026-07-28 $82.00
2025 Q4 INITIATED — — — 3,260 — — 0.05% $197K 2026-01-27 $67.65

FAQ About Lorne Steinberg Wealth Management Inc. and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lorne Steinberg Wealth Management Inc. reported owning BHP?

Lorne Steinberg Wealth Management Inc. reported BHP across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BHP position in Lorne Steinberg Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for BHP was 0.06% in 2026 Q2.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2026 Q2, when Lorne Steinberg Wealth Management Inc. reported 3,339 shares, equal to 0.06% of portfolio, with an estimated market value of $278K.

What does the chart on this BHP ownership page compare?

The chart compares Lorne Steinberg Wealth Management Inc.'s quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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