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 2025: Stock AVGO; Country of operation United States; Class Stock; Shares before 85,406.
- Q2 2025: Stock IBM; Country of operation United States; Class Stock; Shares before 16,794.
- Q2 2025: Stock CSCO; Country of operation United States; Class Stock; Shares before 120,171.
- Q2 2025: Stock MSFT; Country of operation United States; Class Stock; Shares before 26,377.
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 |
|---|
| Q2 2025 | AVGO
BROADCOM INC COM | United States | Stock | 85,406 | 65,412 | -19,994 | $14,299,599 | $18,030,775 | +$3,731,176 | 2025-08-05 |
|---|
| Q2 2025 | IBM
INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 16,794 | 2,510 | -14,284 | $4,176,026 | $739,898 | -$3,436,128 | 2025-08-05 |
|---|
| Q2 2025 | CSCO
CISCO SYS INC COM | United States | Stock | 120,171 | 59,681 | -60,490 | $7,415,765 | $4,140,637 | -$3,275,128 | 2025-08-05 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP COM | United States | Stock | 26,377 | 25,960 | -417 | $9,901,663 | $12,912,849 | +$3,011,186 | 2025-08-05 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO COM | United States | Stock | 29,940 | 15,409 | -14,531 | $5,102,376 | $2,454,976 | -$2,647,400 | 2025-08-05 |
|---|
| Q2 2025 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 24,757 | 2,033 | -22,724 | $2,774,048 | $225,399 | -$2,548,649 | 2025-08-05 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 10,857 | 10,272 | -585 | $5,686,284 | $3,204,587 | -$2,481,697 | 2025-08-05 |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW COM | United States | Stock | 5,127 | 2,392 | -2,735 | $4,849,014 | $2,367,936 | -$2,481,078 | 2025-08-05 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON COM | United States | Stock | 51,988 | 40,218 | -11,770 | $8,621,698 | $6,143,347 | -$2,478,351 | 2025-08-05 |
|---|
| Q2 2025 | TXN
TEXAS INSTRS INC COM | United States | Stock | 15,740 | 2,443 | -13,297 | $2,828,478 | $507,216 | -$2,321,262 | 2025-08-05 |
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| Q2 2025 | TFC
TRUIST FINL CORP COM | United States | Stock | 78,034 | 21,235 | -56,799 | $3,211,099 | $912,889 | -$2,298,210 | 2025-08-05 |
|---|
| Q2 2025 | CME
CME GROUP INC COM | United States | Stock | 10,965 | 2,545 | -8,420 | $2,908,905 | $701,453 | -$2,207,452 | 2025-08-05 |
|---|
| Q2 2025 | SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 34,646 | 6,255 | -28,391 | $2,712,089 | $570,708 | -$2,141,381 | 2025-08-05 |
|---|
| Q2 2025 | PNC
PNC FINL SVCS GROUP INC COM | United States | Stock | 15,440 | 3,286 | -12,154 | $2,713,867 | $612,573 | -$2,101,294 | 2025-08-05 |
|---|
| Q2 2025 | UNP
UNION PAC CORP COM | United States | Stock | 11,358 | 3,131 | -8,227 | $2,683,296 | $720,488 | -$1,962,808 | 2025-08-05 |
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| Q2 2025 | JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 49,124 | 36,192 | -12,932 | $12,050,146 | $10,492,282 | -$1,557,864 | 2025-08-05 |
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| Q2 2025 | CVX
CHEVRON CORP NEW COM | United States | Stock | 53,928 | 52,336 | -1,592 | $9,021,690 | $7,493,997 | -$1,527,693 | 2025-08-05 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP COM | | Stock | 80,171 | 74,999 | -5,172 | $9,534,689 | $8,084,869 | -$1,449,820 | 2025-08-05 |
|---|
| Q2 2025 | LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 7,543 | 1,952 | -5,591 | $1,578,860 | $489,697 | -$1,089,163 | 2025-08-05 |
|---|
| Q2 2025 | MO
ALTRIA GROUP INC COM | United States | Stock | 119,782 | 110,937 | -8,845 | $7,189,316 | $6,504,237 | -$685,079 | 2025-08-05 |
|---|
| Q2 2025 | MET
METLIFE INC COM | United States | Stock | 34,040 | 26,383 | -7,657 | $2,733,038 | $2,121,722 | -$611,316 | 2025-08-05 |
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| Q2 2025 | MTB
M & T BK CORP COM | United States | Stock | 13,827 | 10,752 | -3,075 | $2,471,576 | $2,085,780 | -$385,796 | 2025-08-05 |
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| Q2 2025 | GLD
SPDR GOLD SHARES | United States | ETF | 2,750 | 1,500 | -1,250 | $792,385 | $457,245 | -$335,140 | 2025-08-05 |
|---|
| Q2 2025 | KMB
KIMBERLY-CLARK CORP COM | United States | Stock | 14,465 | 13,951 | -514 | $2,057,212 | $1,798,563 | -$258,649 | 2025-08-05 |
|---|
| Q2 2025 | BBY
BEST BUY INC COM | United States | Stock | 27,245 | 26,348 | -897 | $2,005,504 | $1,768,741 | -$236,763 | 2025-08-05 |
|---|
| Q2 2025 | KLAC
KLA CORP COM NEW | United States | Stock | 1,209 | 1,155 | -54 | $822,131 | $1,034,947 | +$212,816 | 2025-08-05 |
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| Q2 2025 | PAYX
PAYCHEX INC COM | United States | Stock | 11,980 | 11,533 | -447 | $1,848,274 | $1,677,590 | -$170,684 | 2025-08-05 |
|---|
| Q2 2025 | PFE
PFIZER INC COM | United States | Stock | 40,031 | 36,481 | -3,550 | $1,014,382 | $884,299 | -$130,083 | 2025-08-05 |
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| Q2 2025 | ADI
ANALOG DEVICES INC COM | United States | Stock | 4,494 | 3,452 | -1,042 | $906,267 | $821,673 | -$84,594 | 2025-08-05 |
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| Q2 2025 | WM
WASTE MGMT INC DEL COM | United States | Stock | 6,288 | 6,037 | -251 | $1,455,735 | $1,381,386 | -$74,349 | 2025-08-05 |
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| Q2 2025 | DRI
DARDEN RESTAURANTS INC COM | United States | Stock | 7,448 | 6,772 | -676 | $1,547,396 | $1,476,093 | -$71,303 | 2025-08-05 |
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| Q2 2025 | BNY
BANK NEW YORK MELLON CORP COM | United States | Stock | 11,863 | 11,337 | -526 | $994,966 | $1,032,937 | +$37,971 | 2025-08-05 |
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| Q2 2025 | FIS
FIDELITY NATL INFORMATION SVCS COM | United States | Stock | 5,762 | 5,497 | -265 | $430,306 | $447,511 | +$17,205 | 2025-08-05 |
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| Q2 2025 | NSC
NORFOLK SOUTHN CORP COM | United States | Stock | 1,737 | 1,657 | -80 | $411,408 | $424,142 | +$12,734 | 2025-08-05 |
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