Commonwealth Retirement Investments LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Commonwealth Retirement Investments LLC opened 467 positions, added to 393, reduced 238 and sold out of 230.
- Q2 2026: Stock JPM; Country of operation United States; Class Stock; Shares before 37,202.
- Q2 2026: Stock BMY; Country of operation United States; Class Stock; Shares before 72,135.
- Q2 2026: Stock UPS; Country of operation United States; Class Stock; Shares before 45,990.
- Q2 2026: Stock LMT; Country of operation United States; Class Stock; Shares before 16,119.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963787), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 2022-12-31.
| 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 | JPM
JPMORGAN CHASE & CO COM | United States | Stock | 37,202 | 23,201 | -14,001 | $10,943,479 | $7,594,317 | -$3,349,162 | 2026-08-03 |
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| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 72,135 | 17,829 | -54,306 | $4,374,965 | $1,027,293 | -$3,347,672 | 2026-08-03 |
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| Q2 2026 | UPS
UNITED PARCEL SVCS INC CL B | United States | Stock | 45,990 | 11,864 | -34,126 | $4,524,496 | $1,275,380 | -$3,249,116 | 2026-08-03 |
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| Q2 2026 | LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 16,119 | 14,755 | -1,364 | $9,742,162 | $7,517,082 | -$2,225,080 | 2026-08-03 |
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| Q2 2026 | CSCO
CISCO SYS INC COM | United States | Stock | 55,857 | 55,605 | -252 | $4,333,968 | $6,531,338 | +$2,197,370 | 2026-08-03 |
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| Q2 2026 | NEM
NEWMONT CORP COM | United States | Stock | 22,067 | 2,966 | -19,101 | $2,388,753 | $277,024 | -$2,111,729 | 2026-08-03 |
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| Q2 2026 | ABT
ABBOTT LABORATORIES COM | United States | Stock | 24,765 | 5,893 | -18,872 | $2,542,623 | $534,750 | -$2,007,873 | 2026-08-03 |
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| Q2 2026 | LEN
LENNAR CORP CL A | United States | Stock | 28,804 | 5,895 | -22,909 | $2,501,339 | $533,439 | -$1,967,900 | 2026-08-03 |
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| Q2 2026 | CF
CF INDUSTRIES HOLD COM | United States | Stock | 17,374 | 3,302 | -14,072 | $2,255,840 | $357,475 | -$1,898,365 | 2026-08-03 |
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| Q2 2026 | LRCX
LAM RESEARCH CORP COM NEW | United States | Stock | 31,746 | 19,357 | -12,389 | $6,782,761 | $8,387,850 | +$1,605,089 | 2026-08-03 |
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| Q2 2026 | TJX
TJX COS INC NEW COM | United States | Stock | 22,829 | 13,736 | -9,093 | $3,645,763 | $2,080,977 | -$1,564,786 | 2026-08-03 |
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| Q2 2026 | HSY
HERSHEY CO COM | United States | Stock | 10,063 | 3,268 | -6,795 | $2,091,997 | $573,371 | -$1,518,626 | 2026-08-03 |
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| Q2 2026 | AMGN
AMGEN INC COM | United States | Stock | 11,767 | 7,243 | -4,524 | $4,140,123 | $2,622,775 | -$1,517,348 | 2026-08-03 |
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| Q2 2026 | TGT
TARGET CORP COM | United States | Stock | 14,070 | 1,479 | -12,591 | $1,705,313 | $193,121 | -$1,512,192 | 2026-08-03 |
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| Q2 2026 | PEP
PEPSICO INC COM | United States | Stock | 58,951 | 56,569 | -2,382 | $9,154,515 | $7,659,415 | -$1,495,100 | 2026-08-03 |
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| Q2 2026 | FAST
FASTENAL CO COM | United States | Stock | 47,861 | 17,509 | -30,352 | $2,220,750 | $840,957 | -$1,379,793 | 2026-08-03 |
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| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC. COM | United States | Stock | 22,686 | 2,578 | -20,108 | $1,465,742 | $235,114 | -$1,230,628 | 2026-08-03 |
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| Q2 2026 | MTB
M & T BK CORP COM | United States | Stock | 11,387 | 4,808 | -6,579 | $2,353,921 | $1,144,352 | -$1,209,569 | 2026-08-03 |
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| Q2 2026 | MDLZ
MONDELEZ INTL INC CL A | United States | Stock | 22,512 | 3,826 | -18,686 | $1,297,581 | $221,288 | -$1,076,293 | 2026-08-03 |
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| Q2 2026 | KMB
KIMBERLY-CLARK CORP COM | United States | Stock | 12,678 | 2,716 | -9,962 | $1,223,047 | $298,135 | -$924,912 | 2026-08-03 |
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| Q2 2026 | MO
ALTRIA GROUP INC COM | United States | Stock | 119,685 | 96,961 | -22,724 | $7,898,010 | $6,976,378 | -$921,632 | 2026-08-03 |
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| Q2 2026 | GIS
GENERAL MILLS INC COM | United States | Stock | 26,806 | 3,156 | -23,650 | $997,719 | $109,829 | -$887,890 | 2026-08-03 |
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| Q2 2026 | MRK
MERCK & CO INC COM | United States | Stock | 93,906 | 83,307 | -10,599 | $11,296,001 | $10,704,968 | -$591,033 | 2026-08-03 |
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| Q2 2026 | AMAT
APPLIED MATLS INC COM | United States | Stock | 17,257 | 7,423 | -9,834 | $5,898,194 | $5,366,743 | -$531,451 | 2026-08-03 |
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| Q2 2026 | TROW
PRICE T ROWE GROUP INC COM | United States | Stock | 34,498 | 22,878 | -11,620 | $3,109,650 | $2,601,000 | -$508,650 | 2026-08-03 |
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| Q2 2026 | BNY
BANK OF NY MELLON CORP COM | United States | Stock | 10,103 | 9,998 | -105 | $1,198,519 | $1,445,811 | +$247,292 | 2026-08-03 |
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| Q2 2026 | TXN
TEXAS INSTRS INC COM | United States | Stock | 1,841 | 1,792 | -49 | $357,412 | $534,141 | +$176,729 | 2026-08-03 |
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| Q2 2026 | CME
CME GROUP INC COM | United States | Stock | 2,064 | 2,012 | -52 | $609,602 | $444,310 | -$165,292 | 2026-08-03 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION COM | United States | Stock | 2,196 | 2,171 | -25 | $2,188,160 | $2,030,905 | -$157,255 | 2026-08-03 |
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| Q2 2026 | PFG
PRINCIPAL FINANCIAL GROUP INC COM | United States | Stock | 16,923 | 15,545 | -1,378 | $1,524,932 | $1,675,440 | +$150,508 | 2026-08-03 |
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| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 1,484 | 1,463 | -21 | $512,337 | $425,263 | -$87,074 | 2026-08-03 |
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| Q2 2026 | PNC
PNC FINL SVCS GROUP INC COM | United States | Stock | 2,494 | 2,446 | -48 | $519,032 | $602,341 | +$83,309 | 2026-08-03 |
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| Q2 2026 | D
DOMINION ENERGY INC COM | United States | Stock | 12,142 | 12,082 | -60 | $750,644 | $825,053 | +$74,409 | 2026-08-03 |
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| Q2 2026 | UNP
UNION PAC CORP COM | United States | Stock | 2,425 | 2,368 | -57 | $588,312 | $644,078 | +$55,766 | 2026-08-03 |
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| Q2 2026 | WM
WASTE MGMT INC DEL COM | United States | Stock | 5,908 | 5,891 | -17 | $1,357,599 | $1,312,986 | -$44,613 | 2026-08-03 |
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| Q2 2026 | V
VISA INC COM CL A | United States | Stock | 20,276 | 17,747 | -2,529 | $6,128,195 | $6,088,820 | -$39,375 | 2026-08-03 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 1,602 | 1,505 | -97 | $223,271 | $190,142 | -$33,129 | 2026-08-03 |
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| Q2 2026 | SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 4,861 | 4,735 | -126 | $456,843 | $436,906 | -$19,937 | 2026-08-03 |
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