Advertisement
Screener

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

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EOG
EOG RES INC
United StatesCOM3,6180-3,618$523,104$0-$523,1042026-08-07
Q2 2026EQIX
EQUINIX INC
United StatesCOM4470-447$438,046$0-$438,0462026-08-07
Q2 2026APD
AIR PRODUCTS AND CHEMICALS I
United StatesCOM1,5000-1,500$435,860$0-$435,8602026-08-07
Q2 2026AZO
AUTOZONE INC
United StatesCOM1200-120$405,334$0-$405,3342026-08-07
Q2 2026PSA
PUBLIC STORAGE OPER CO
United StatesCOM1,1730-1,173$317,806$0-$317,8062026-08-07
Q2 2026INGR
INGREDION INC
United StatesCOM2,7010-2,701$304,250$0-$304,2502026-08-07
Q2 2026INTU
INTUIT
United StatesCOM5710-571$247,086$0-$247,0862026-08-07
Q2 2026ACN
ACCENTURE PLC IRELAND
SHS CLASS A1,2250-1,225$242,905$0-$242,9052026-08-07
Q2 2026SPGI
S&P GLOBAL INC
United StatesCOM5540-554$235,599$0-$235,5992026-08-07
Q2 2026BRO
BROWN & BROWN INC
United StatesCOM3,5780-3,578$233,338$0-$233,3382026-08-07
Q2 2026LMT
LOCKHEED MARTIN CORP
United StatesCOM3740-374$226,297$0-$226,2972026-08-07
Q2 2026WTRG
ESSENTIAL UTILS INC
United StatesCOM5,5710-5,571$224,344$0-$224,3442026-08-07
Q2 2026FDX
FEDEX CORP
United StatesCOM5660-566$201,760$0-$201,7602026-08-07
Q1 2026CRM
SALESFORCE INC
United StatesCOM1,8550-1,855$491,433$0-$491,4332026-04-28
Q1 2026CMCSA
COMCAST CORP NEW
United StatesCL A15,7200-15,720$469,878$0-$469,8782026-04-28
Q1 2026NOW
SERVICENOW INC
United StatesCOM2,0000-2,000$306,380$0-$306,3802026-04-28
Q1 2026MRVL
MARVELL TECHNOLOGY INC
United StatesCOM2,7640-2,764$234,910$0-$234,9102026-04-28
Q4 2025CLX
CLOROX CO DEL
United StatesCOM2,4230-2,423$298,775$0-$298,7752026-02-10
Q4 2025RMD
RESMED INC
United StatesCOM8120-812$222,240$0-$222,2402026-02-10
Q4 2025TSCO
TRACTOR SUPPLY CO
United StatesCOM3,8880-3,888$221,098$0-$221,0982026-02-10
Q3 2025ITW
ILLINOIS TOOL WKS INC
United StatesCOM3,9560-3,956$978,080$0-$978,0802025-11-05
Q3 2025MCD
MCDONALDS CORP
United StatesCOM1,4270-1,427$417,035$0-$417,0352025-11-05
Q3 2025CHE
CHEMED CORP NEW
United StatesCOM4930-493$240,056$0-$240,0562025-11-05
Q3 2025ADBE
ADOBE INC
United StatesCOM5380-538$208,141$0-$208,1412025-11-05
Q3 2025UNH
UNITEDHEALTH GROUP INC
United StatesCOM6640-664$207,283$0-$207,2832025-11-05
Q2 2025GIS
GENERAL MLS INC
United StatesCOM15,1050-15,105$903,109$0-$903,1092025-08-08
Q2 2025FRT
FEDERAL RLTY INVT TR NEW
United StatesSH BEN INT NEW8,7820-8,782$859,095$0-$859,0952025-08-08
Q2 2025FISV
FISERV INC
United StatesCOM1,1230-1,123$247,992$0-$247,9922025-08-08
Q2 2025NFLX
NETFLIX INC
United StatesCOM2320-232$216,347$0-$216,3472025-08-08
Q1 2025CVX
CHEVRON CORP NEW
United StatesCOM4,6720-4,672$676,738$0-$676,7382025-05-09
Q1 2025CB
CHUBB LIMITED
COM2,4210-2,421$668,916$0-$668,9162025-05-09
Q1 2025NEE
NEXTERA ENERGY INC
United StatesCOM8,9560-8,956$642,059$0-$642,0592025-05-09
Q1 2025AXP
AMERICAN EXPRESS CO
United StatesCOM2,0200-2,020$599,641$0-$599,6412025-05-09
Q1 2025FDX
FEDEX CORP
United StatesCOM2,1060-2,106$592,490$0-$592,4902025-05-09
Q1 2025DHR
DANAHER CORPORATION
United StatesCOM2,3270-2,327$534,259$0-$534,2592025-05-09
Q1 2025CAT
CATERPILLAR INC
United StatesCOM1,2620-1,262$457,981$0-$457,9812025-05-09
Q1 2025MRVL
MARVELL TECHNOLOGY INC
United StatesCOM3,4520-3,452$381,321$0-$381,3212025-05-09
Q1 2025PHM
PULTE GROUP INC
United StatesCOM2,9310-2,931$319,179$0-$319,1792025-05-09
Q1 2025GOOG
ALPHABET INC
United StatesCAP STK CL C1,5590-1,559$296,840$0-$296,8402025-05-09
Q1 2025BALL
BALL CORP
United StatesCOM4,5720-4,572$252,079$0-$252,0792025-05-09
Q1 2025DHI
D R HORTON INC
United StatesCOM1,5550-1,555$217,420$0-$217,4202025-05-09
Q4 2024MRK
MERCK & CO INC
United StatesCOM4,4760-4,476$508$0-$5082025-01-30
Q4 2024ES
EVERSOURCE ENERGY
United StatesCOM7,0800-7,080$482$0-$4822025-01-30
Q4 2024PLD
PROLOGIS INC.
United StatesCOM2,4140-2,414$305$0-$3052025-01-30
Q4 2024KLAC
KLA CORP
United StatesCOM NEW3690-369$286$0-$2862025-01-30
Q4 2024QCOM
QUALCOMM INC
United StatesCOM1,4970-1,497$255$0-$2552025-01-30
Q4 2024AWK
AMERICAN WTR WKS CO INC NEW
United StatesCOM1,6880-1,688$247$0-$2472025-01-30
Q4 2024WST
WEST PHARMACEUTICAL SVSC INC
United StatesCOM7880-788$236$0-$2362025-01-30
Q4 2024RTX
RTX CORPORATION
United StatesCOM1,8840-1,884$228$0-$2282025-01-30
Q4 2024WMS
ADVANCED DRAIN SYS INC DEL
United StatesCOM1,4150-1,415$222$0-$2222025-01-30
Q4 2024SLB
SCHLUMBERGER LTD
COM STK4,9430-4,943$207$0-$2072025-01-30
Q3 2024UPS
UNITED PARCEL SERVICE INC
United StatesCL B3,0840-3,084$422$0-$4222024-10-30
Q3 2024MCK
MCKESSON CORP
United StatesCOM5950-595$347$0-$3472024-10-30
Q3 2024SCHW
SCHWAB CHARLES CORP
United StatesCOM4,1070-4,107$303$0-$3032024-10-30
Q3 2024MCD
MCDONALDS CORP
United StatesCOM9960-996$254$0-$2542024-10-30
Q3 2024NFLX
NETFLIX INC
United StatesCOM3050-305$206$0-$2062024-10-30
Q3 2024DE
DEERE & CO
United StatesCOM5430-543$203$0-$2032024-10-30
Q2 2024CVS
CVS HEALTH CORP
United StatesCOM6,5110-6,511$519$0-$5192024-07-17
Q2 2024INTC
INTEL CORP
United StatesCOM6,4010-6,401$283$0-$2832024-07-17
Q2 2024EQIX
EQUINIX INC
United StatesCOM2820-282$233$0-$2332024-07-17
Q1 2024SWKS
SKYWORKS SOLUTIONS INC
United StatesCOM2,2920-2,292$258$0-$2582024-05-06
Q1 2024JKHY
HENRY JACK & ASSOC INC
United StatesCOM1,5210-1,521$248$0-$2482024-05-06
Q1 2024TSLA
TESLA INC
United StatesCOM8350-835$207$0-$2072024-05-06
Q1 2024NEE
NEXTERA ENERGY INC
United StatesCOM3,3070-3,307$201$0-$2012024-05-06

Similar Firms

Firm NameCountry13F ValueHoldings
Legend Capital Advisors LLCUnited States$0.160B159
Turn8 Private Wealth Inc.Canada$0.160B51
Sterling Manor Financial, LLCUnited States$0.160B39
AFFINITY INVESTMENT ADVISORS, LLCUnited States$0.160B137
RICHARDSON FINANCIAL SERVICES INC.United States$0.160B1,132
Palacios Wealth Management, LLCUnited States$0.160B75
Fairbanks Capital Management, Inc.United States$0.160B51
Sanchez Gaunt Capital Management, LLCUnited States$0.160B184
Cornerstone Select Advisors, LLCUnited States$0.160B124
WASHINGTON UNIVERSITYUnited States$0.160B2