Cornerstone Financial Management’s Stem STEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$583 Hold
66
﹤0.01% 1116
2025
Q4
$993 Buy
+66
New +$1.26K ﹤0.01% 937

Other funds holding STEM

Cornerstone Financial Management's STEM Position: Q1 2026 in Review

Cornerstone Financial Management held its Stem (STEM) position steady in Q1 2026 at 66 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Cornerstone Financial Management first reported a position in STEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $993 in Q4 2025. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Cornerstone Financial Management held 66 shares of Stem worth $583 as of Q1 2026.
  • Cornerstone Financial Management left its Stem share count unchanged in Q1 2026.
  • Stem made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #1116 holding.
  • Cornerstone Financial Management first reported a position in Stem in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Stem position peaked at $993 in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.