W.H. Cornerstone Investments Inc. historic quarter change: USA Stocks, Sold out
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 EOG; Country of operation United States; Class COM; Shares before 3,618.
- Q2 2026: Stock EQIX; Country of operation United States; Class COM; Shares before 447.
- Q2 2026: Stock APD; Country of operation United States; Class COM; Shares before 1,500.
- Q2 2026: Stock AZO; Country of operation United States; Class COM; Shares before 120.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | EOG EOG RES INC | United States | COM | 3,618 | 0 | -3,618 | $523,104 | $0 | -$523,104 | 2026-08-07 |
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| Q2 2026 | EQIX EQUINIX INC | United States | COM | 447 | 0 | -447 | $438,046 | $0 | -$438,046 | 2026-08-07 |
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| Q2 2026 | APD AIR PRODUCTS AND CHEMICALS I | United States | COM | 1,500 | 0 | -1,500 | $435,860 | $0 | -$435,860 | 2026-08-07 |
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| Q2 2026 | AZO AUTOZONE INC | United States | COM | 120 | 0 | -120 | $405,334 | $0 | -$405,334 | 2026-08-07 |
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| Q2 2026 | PSA PUBLIC STORAGE OPER CO | United States | COM | 1,173 | 0 | -1,173 | $317,806 | $0 | -$317,806 | 2026-08-07 |
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| Q2 2026 | INGR INGREDION INC | United States | COM | 2,701 | 0 | -2,701 | $304,250 | $0 | -$304,250 | 2026-08-07 |
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| Q2 2026 | INTU INTUIT | United States | COM | 571 | 0 | -571 | $247,086 | $0 | -$247,086 | 2026-08-07 |
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| Q2 2026 | ACN ACCENTURE PLC IRELAND | | SHS CLASS A | 1,225 | 0 | -1,225 | $242,905 | $0 | -$242,905 | 2026-08-07 |
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| Q2 2026 | SPGI S&P GLOBAL INC | United States | COM | 554 | 0 | -554 | $235,599 | $0 | -$235,599 | 2026-08-07 |
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| Q2 2026 | BRO BROWN & BROWN INC | United States | COM | 3,578 | 0 | -3,578 | $233,338 | $0 | -$233,338 | 2026-08-07 |
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| Q2 2026 | LMT LOCKHEED MARTIN CORP | United States | COM | 374 | 0 | -374 | $226,297 | $0 | -$226,297 | 2026-08-07 |
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| Q2 2026 | WTRG ESSENTIAL UTILS INC | United States | COM | 5,571 | 0 | -5,571 | $224,344 | $0 | -$224,344 | 2026-08-07 |
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| Q2 2026 | FDX FEDEX CORP | United States | COM | 566 | 0 | -566 | $201,760 | $0 | -$201,760 | 2026-08-07 |
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| Q1 2026 | CRM SALESFORCE INC | United States | COM | 1,855 | 0 | -1,855 | $491,433 | $0 | -$491,433 | 2026-04-28 |
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| Q1 2026 | CMCSA COMCAST CORP NEW | United States | CL A | 15,720 | 0 | -15,720 | $469,878 | $0 | -$469,878 | 2026-04-28 |
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| Q1 2026 | NOW SERVICENOW INC | United States | COM | 2,000 | 0 | -2,000 | $306,380 | $0 | -$306,380 | 2026-04-28 |
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| Q1 2026 | MRVL MARVELL TECHNOLOGY INC | United States | COM | 2,764 | 0 | -2,764 | $234,910 | $0 | -$234,910 | 2026-04-28 |
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| Q4 2025 | CLX CLOROX CO DEL | United States | COM | 2,423 | 0 | -2,423 | $298,775 | $0 | -$298,775 | 2026-02-10 |
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| Q4 2025 | RMD RESMED INC | United States | COM | 812 | 0 | -812 | $222,240 | $0 | -$222,240 | 2026-02-10 |
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| Q4 2025 | TSCO TRACTOR SUPPLY CO | United States | COM | 3,888 | 0 | -3,888 | $221,098 | $0 | -$221,098 | 2026-02-10 |
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| Q3 2025 | ITW ILLINOIS TOOL WKS INC | United States | COM | 3,956 | 0 | -3,956 | $978,080 | $0 | -$978,080 | 2025-11-05 |
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| Q3 2025 | MCD MCDONALDS CORP | United States | COM | 1,427 | 0 | -1,427 | $417,035 | $0 | -$417,035 | 2025-11-05 |
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| Q3 2025 | CHE CHEMED CORP NEW | United States | COM | 493 | 0 | -493 | $240,056 | $0 | -$240,056 | 2025-11-05 |
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| Q3 2025 | ADBE ADOBE INC | United States | COM | 538 | 0 | -538 | $208,141 | $0 | -$208,141 | 2025-11-05 |
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| Q3 2025 | UNH UNITEDHEALTH GROUP INC | United States | COM | 664 | 0 | -664 | $207,283 | $0 | -$207,283 | 2025-11-05 |
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| Q2 2025 | GIS GENERAL MLS INC | United States | COM | 15,105 | 0 | -15,105 | $903,109 | $0 | -$903,109 | 2025-08-08 |
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| Q2 2025 | FRT FEDERAL RLTY INVT TR NEW | United States | SH BEN INT NEW | 8,782 | 0 | -8,782 | $859,095 | $0 | -$859,095 | 2025-08-08 |
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| Q2 2025 | FISV FISERV INC | United States | COM | 1,123 | 0 | -1,123 | $247,992 | $0 | -$247,992 | 2025-08-08 |
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| Q2 2025 | NFLX NETFLIX INC | United States | COM | 232 | 0 | -232 | $216,347 | $0 | -$216,347 | 2025-08-08 |
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| Q1 2025 | CVX CHEVRON CORP NEW | United States | COM | 4,672 | 0 | -4,672 | $676,738 | $0 | -$676,738 | 2025-05-09 |
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| Q1 2025 | CB CHUBB LIMITED | | COM | 2,421 | 0 | -2,421 | $668,916 | $0 | -$668,916 | 2025-05-09 |
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| Q1 2025 | NEE NEXTERA ENERGY INC | United States | COM | 8,956 | 0 | -8,956 | $642,059 | $0 | -$642,059 | 2025-05-09 |
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| Q1 2025 | AXP AMERICAN EXPRESS CO | United States | COM | 2,020 | 0 | -2,020 | $599,641 | $0 | -$599,641 | 2025-05-09 |
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| Q1 2025 | FDX FEDEX CORP | United States | COM | 2,106 | 0 | -2,106 | $592,490 | $0 | -$592,490 | 2025-05-09 |
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| Q1 2025 | DHR DANAHER CORPORATION | United States | COM | 2,327 | 0 | -2,327 | $534,259 | $0 | -$534,259 | 2025-05-09 |
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| Q1 2025 | CAT CATERPILLAR INC | United States | COM | 1,262 | 0 | -1,262 | $457,981 | $0 | -$457,981 | 2025-05-09 |
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| Q1 2025 | MRVL MARVELL TECHNOLOGY INC | United States | COM | 3,452 | 0 | -3,452 | $381,321 | $0 | -$381,321 | 2025-05-09 |
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| Q1 2025 | PHM PULTE GROUP INC | United States | COM | 2,931 | 0 | -2,931 | $319,179 | $0 | -$319,179 | 2025-05-09 |
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| Q1 2025 | GOOG ALPHABET INC | United States | CAP STK CL C | 1,559 | 0 | -1,559 | $296,840 | $0 | -$296,840 | 2025-05-09 |
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| Q1 2025 | BALL BALL CORP | United States | COM | 4,572 | 0 | -4,572 | $252,079 | $0 | -$252,079 | 2025-05-09 |
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| Q1 2025 | DHI D R HORTON INC | United States | COM | 1,555 | 0 | -1,555 | $217,420 | $0 | -$217,420 | 2025-05-09 |
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| Q4 2024 | MRK MERCK & CO INC | United States | COM | 4,476 | 0 | -4,476 | $508 | $0 | -$508 | 2025-01-30 |
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| Q4 2024 | ES EVERSOURCE ENERGY | United States | COM | 7,080 | 0 | -7,080 | $482 | $0 | -$482 | 2025-01-30 |
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| Q4 2024 | PLD PROLOGIS INC. | United States | COM | 2,414 | 0 | -2,414 | $305 | $0 | -$305 | 2025-01-30 |
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| Q4 2024 | KLAC KLA CORP | United States | COM NEW | 369 | 0 | -369 | $286 | $0 | -$286 | 2025-01-30 |
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| Q4 2024 | QCOM QUALCOMM INC | United States | COM | 1,497 | 0 | -1,497 | $255 | $0 | -$255 | 2025-01-30 |
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| Q4 2024 | AWK AMERICAN WTR WKS CO INC NEW | United States | COM | 1,688 | 0 | -1,688 | $247 | $0 | -$247 | 2025-01-30 |
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| Q4 2024 | WST WEST PHARMACEUTICAL SVSC INC | United States | COM | 788 | 0 | -788 | $236 | $0 | -$236 | 2025-01-30 |
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| Q4 2024 | RTX RTX CORPORATION | United States | COM | 1,884 | 0 | -1,884 | $228 | $0 | -$228 | 2025-01-30 |
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| Q4 2024 | WMS ADVANCED DRAIN SYS INC DEL | United States | COM | 1,415 | 0 | -1,415 | $222 | $0 | -$222 | 2025-01-30 |
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| Q4 2024 | SLB SCHLUMBERGER LTD | | COM STK | 4,943 | 0 | -4,943 | $207 | $0 | -$207 | 2025-01-30 |
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| Q3 2024 | UPS UNITED PARCEL SERVICE INC | United States | CL B | 3,084 | 0 | -3,084 | $422 | $0 | -$422 | 2024-10-30 |
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| Q3 2024 | MCK MCKESSON CORP | United States | COM | 595 | 0 | -595 | $347 | $0 | -$347 | 2024-10-30 |
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| Q3 2024 | SCHW SCHWAB CHARLES CORP | United States | COM | 4,107 | 0 | -4,107 | $303 | $0 | -$303 | 2024-10-30 |
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| Q3 2024 | MCD MCDONALDS CORP | United States | COM | 996 | 0 | -996 | $254 | $0 | -$254 | 2024-10-30 |
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| Q3 2024 | NFLX NETFLIX INC | United States | COM | 305 | 0 | -305 | $206 | $0 | -$206 | 2024-10-30 |
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| Q3 2024 | DE DEERE & CO | United States | COM | 543 | 0 | -543 | $203 | $0 | -$203 | 2024-10-30 |
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| Q2 2024 | CVS CVS HEALTH CORP | United States | COM | 6,511 | 0 | -6,511 | $519 | $0 | -$519 | 2024-07-17 |
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| Q2 2024 | INTC INTEL CORP | United States | COM | 6,401 | 0 | -6,401 | $283 | $0 | -$283 | 2024-07-17 |
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| Q2 2024 | EQIX EQUINIX INC | United States | COM | 282 | 0 | -282 | $233 | $0 | -$233 | 2024-07-17 |
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| Q1 2024 | SWKS SKYWORKS SOLUTIONS INC | United States | COM | 2,292 | 0 | -2,292 | $258 | $0 | -$258 | 2024-05-06 |
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| Q1 2024 | JKHY HENRY JACK & ASSOC INC | United States | COM | 1,521 | 0 | -1,521 | $248 | $0 | -$248 | 2024-05-06 |
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| Q1 2024 | TSLA TESLA INC | United States | COM | 835 | 0 | -835 | $207 | $0 | -$207 | 2024-05-06 |
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| Q1 2024 | NEE NEXTERA ENERGY INC | United States | COM | 3,307 | 0 | -3,307 | $201 | $0 | -$201 | 2024-05-06 |
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