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W.H. Cornerstone Investments Inc. Historic Quarter Change: USA Stocks, New

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W.H. Cornerstone Investments Inc. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, W.H. Cornerstone Investments Inc. opened 70 positions, added to 364, reduced 315 and sold out of 64.

  • Q2 2026: Stock MRK; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock PAGP; Country of operation United States; Class LTD PARTNR INT A; Shares before 0.
  • Q2 2026: Stock PAA; Country of operation United States; Class UNIT LTD PARTN; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1940823), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MRK
MERCK & CO INC		United StatesCOM02,732+2,732$0$351,006+$351,0062026-08-07
Q2 2026INTC
INTEL CORP		United StatesCOM02,005+2,005$0$279,985+$279,9852026-08-07
Q2 2026PAGP
PLAINS GP HLDGS L P		United StatesLTD PARTNR INT A010,583+10,583$0$256,849+$256,8492026-08-07
Q2 2026PAA
PLAINS ALL AMERN PIPELINE L		United StatesUNIT LTD PARTN011,199+11,199$0$249,290+$249,2902026-08-07
Q2 2026BX
BLACKSTONE INC		United StatesCOM02,110+2,110$0$248,284+$248,2842026-08-07
Q2 2026WES
WESTERN MIDSTREAM PARTNERS L		United StatesCOM UNIT LP INT05,453+5,453$0$238,623+$238,6232026-08-07
Q2 2026EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM06,416+6,416$0$235,852+$235,8522026-08-07
Q2 2026ET
ENERGY TRANSFER L P		United StatesCOM UT LTD PTN011,392+11,392$0$217,815+$217,8152026-08-07
Q2 2026MPLX
MPLX LP		United StatesCOM UNIT REP LTD03,713+3,713$0$209,153+$209,1532026-08-07
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C0592+592$0$209,029+$209,0292026-08-07
Q2 2026MATX
MATSON INC		United StatesCOM01,046+1,046$0$201,156+$201,1562026-08-07
Q1 2026CVX
CHEVRON CORPORATION		United StatesCOM02,969+2,969$0$614,367+$614,3672026-04-28
Q1 2026DUK
DUKE ENERGY CORP NEW		United StatesCOM NEW03,024+3,024$0$395,985+$395,9852026-04-28
Q1 2026CB
CHUBB LTD SWITZ		COM01,188+1,188$0$387,168+$387,1682026-04-28
Q1 2026ABBV
ABBVIE INC		United StatesCOM01,717+1,717$0$373,376+$373,3762026-04-28
Q1 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM01,214+1,214$0$328,587+$328,5872026-04-28
Q1 2026MCD
MCDONALDS CORP		United StatesCOM01,028+1,028$0$319,509+$319,5092026-04-28
Q1 2026ED
CONSOLIDATED EDISON INC		United StatesCOM02,688+2,688$0$304,244+$304,2442026-04-28
Q1 2026ES
EVERSOURCE ENERGY		United StatesCOM04,128+4,128$0$285,957+$285,9572026-04-28
Q1 2026ALB
ALBEMARLE CORP		United StatesCOM01,504+1,504$0$270,013+$270,0132026-04-28
Q1 2026CME
CME GROUP INC		United StatesCOM0876+876$0$258,788+$258,7882026-04-28
Q1 2026EME
EMCOR GROUP INC		United StatesCOM0343+343$0$253,240+$253,2402026-04-28
Q1 2026CRS
CARPENTER TECHNOLOGY CORP		United StatesCOM0623+623$0$245,685+$245,6852026-04-28
Q1 2026AOS
SMITH A O CORP		United StatesCOM03,571+3,571$0$235,472+$235,4722026-04-28
Q1 2026CHE
CHEMED CORP NEW		United StatesCOM0620+620$0$234,216+$234,2162026-04-28
Q1 2026GPC
GENUINE PARTS CO		United StatesCOM02,175+2,175$0$230,006+$230,0062026-04-28
Q1 2026WMB
WILLIAMS COS INC		United StatesCOM02,819+2,819$0$205,174+$205,1742026-04-28
Q1 2026FDX
FEDEX CORP		United StatesCOM0566+566$0$201,760+$201,7602026-04-28
Q3 2025ALLE
ALLEGION PLC		IrelandORD SHS05,464+5,464$0$969,040+$969,0402025-11-05
Q3 2025IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM01,793+1,793$0$505,917+$505,9172025-11-05
Q2 2025EQIX
EQUINIX INC		United StatesCOM01,027+1,027$0$816,853+$816,8532025-08-08
Q2 2025KLAC
KLA CORP		United StatesCOM NEW0291+291$0$261,010+$261,0102025-08-08
Q2 2025SCHW
SCHWAB CHARLES CORP		United StatesCOM02,699+2,699$0$246,261+$246,2612025-08-08
Q2 2025CHE
CHEMED CORP NEW		United StatesCOM0493+493$0$240,056+$240,0562025-08-08
Q2 2025CLS
CELESTICA INC		COM01,375+1,375$0$214,651+$214,6512025-08-08
Q2 2025MRVL
MARVELL TECHNOLOGY INC		United StatesCOM02,758+2,758$0$213,507+$213,5072025-08-08
Q2 2025RMD
RESMED INC		United StatesCOM0810+810$0$209,007+$209,0072025-08-08
Q2 2025EBAY
EBAY INC.		United StatesCOM02,767+2,767$0$206,059+$206,0592025-08-08
Q2 2025DHI
D R HORTON INC		United StatesCOM01,555+1,555$0$200,471+$200,4712025-08-08
Q1 2025ATO
ATMOS ENERGY CORP		United StatesCOM06,532+6,532$0$1,009,649+$1,009,6492025-05-09
Q1 2025PPG
PPG INDS INC		United StatesCOM08,364+8,364$0$914,641+$914,6412025-05-09
Q1 2025GIS
GENERAL MLS INC		United StatesCOM015,105+15,105$0$903,109+$903,1092025-05-09
Q1 2025ITW
ILLINOIS TOOL WKS INC		United StatesCOM03,489+3,489$0$865,413+$865,4132025-05-09
Q1 2025MCD
MCDONALDS CORP		United StatesCOM01,177+1,177$0$367,527+$367,5272025-05-09
Q1 2025AWK
AMERICAN WTR WKS CO INC NEW		United StatesCOM01,552+1,552$0$228,981+$228,9812025-05-09
Q4 2024TMUS
T-MOBILE US INC		United StatesCOM03,093+3,093$0$682,789+$682,7892025-01-30
Q4 2024BLK
BLACKROCK INC		United StatesCOM0606+606$0$621,365+$621,3652025-01-30
Q4 2024FRT
FEDERAL RLTY INVT TR NEW		United StatesSH BEN INT NEW05,473+5,473$0$612,702+$612,7022025-01-30
Q4 2024AXP
AMERICAN EXPRESS CO		United StatesCOM02,020+2,020$0$599,641+$599,6412025-01-30
Q4 2024CAT
CATERPILLAR INC		United StatesCOM01,262+1,262$0$457,981+$457,9812025-01-30
Q4 2024NFLX
NETFLIX INC		United StatesCOM0232+232$0$206,786+$206,7862025-01-30
Q3 2024NEE
NEXTERA ENERGY INC		United StatesCOM04,851+4,851$0$410+$4102024-10-30
Q3 2024AEP
AMERICAN ELEC PWR CO INC		United StatesCOM03,372+3,372$0$346+$3462024-10-30
Q3 2024MDT
MEDTRONIC PLC		IrelandSHS03,517+3,517$0$317+$3172024-10-30
Q3 2024META
META PLATFORMS INC		United StatesCL A0460+460$0$263+$2632024-10-30
Q3 2024QCOM
QUALCOMM INC		United StatesCOM01,497+1,497$0$255+$2552024-10-30
Q3 2024TSLA
TESLA INC		United StatesCOM0966+966$0$253+$2532024-10-30
Q3 2024AVGO
BROADCOM INC		United StatesCOM01,238+1,238$0$213+$2132024-10-30
Q3 2024FISV
FISERV INC		United StatesCOM01,135+1,135$0$204+$2042024-10-30
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM02,420+2,420$0$299+$2992024-07-17
Q2 2024MRVL
MARVELL TECHNOLOGY INC		United StatesCOM03,809+3,809$0$266+$2662024-07-17
Q2 2024GS
GOLDMAN SACHS GROUP INC		United StatesCOM0466+466$0$211+$2112024-07-17
Q2 2024NFLX
NETFLIX INC		United StatesCOM0305+305$0$206+$2062024-07-17
Q1 2024NOW
SERVICENOW INC		United StatesCOM0631+631$0$481+$4812024-05-06
Q1 2024MA
MASTERCARD INCORPORATED		United StatesCL A0754+754$0$363+$3632024-05-06
Q1 2024ETN
EATON CORP PLC		SHS01,115+1,115$0$349+$3492024-05-06
Q1 2024DHI
D R HORTON INC		United StatesCOM01,555+1,555$0$256+$2562024-05-06
Q1 2024AZO
AUTOZONE INC		United StatesCOM080+80$0$252+$2522024-05-06
Q1 2024WMS
ADVANCED DRAIN SYS INC DEL		United StatesCOM01,388+1,388$0$239+$2392024-05-06
Q1 2024KLAC
KLA CORP		United StatesCOM NEW0314+314$0$219+$2192024-05-06

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