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.
- Q4 2025: Stock MRK; Country of operation United States; Class Stock; Shares before 93,003.
- Q4 2025: Stock CVX; Country of operation United States; Class Stock; Shares before 53,181.
- Q4 2025: Stock AMAT; Country of operation United States; Class Stock; Shares before 17,530.
- Q4 2025: Stock JNJ; Country of operation United States; Class Stock; Shares before 40,688.
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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| Q4 2025 | MRK
MERCK & CO INC COM | United States | Stock | 93,003 | 92,000 | -1,003 | $7,805,717 | $9,683,881 | +$1,878,164 | 2026-02-11 |
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| Q4 2025 | CVX
CHEVRON CORPORATION COM | United States | Stock | 53,181 | 46,620 | -6,561 | $8,258,454 | $7,105,309 | -$1,153,145 | 2026-02-11 |
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| Q4 2025 | AMAT
APPLIED MATLS INC COM | United States | Stock | 17,530 | 17,350 | -180 | $3,589,185 | $4,458,683 | +$869,498 | 2026-02-11 |
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| Q4 2025 | JNJ
JOHNSON & JOHNSON COM | United States | Stock | 40,688 | 40,062 | -626 | $7,544,287 | $8,290,783 | +$746,496 | 2026-02-11 |
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| Q4 2025 | KMB
KIMBERLY-CLARK CORP COM | United States | Stock | 14,621 | 11,261 | -3,360 | $1,817,975 | $1,136,122 | -$681,853 | 2026-02-11 |
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| Q4 2025 | LEN
LENNAR CORP CL A | United States | Stock | 25,490 | 25,426 | -64 | $3,212,760 | $2,613,793 | -$598,967 | 2026-02-11 |
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| Q4 2025 | LRCX
LAM RESEARCH CORP COM NEW | United States | Stock | 37,464 | 32,491 | -4,973 | $5,016,451 | $5,561,879 | +$545,428 | 2026-02-11 |
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| Q4 2025 | PFE
PFIZER INC COM | United States | Stock | 27,286 | 7,579 | -19,707 | $695,254 | $188,726 | -$506,528 | 2026-02-11 |
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| Q4 2025 | HPQ
HP INC COM | United States | Stock | 57,979 | 49,311 | -8,668 | $1,578,768 | $1,098,649 | -$480,119 | 2026-02-11 |
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| Q4 2025 | META
META PLATFORMS INC CL A | United States | Stock | 809 | 242 | -567 | $594,368 | $160,008 | -$434,360 | 2026-02-11 |
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| Q4 2025 | AVGO
BROADCOM INC COM | United States | Stock | 65,357 | 63,553 | -1,804 | $21,561,992 | $21,995,540 | +$433,548 | 2026-02-11 |
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| Q4 2025 | ABBV
ABBVIE INC COM | United States | Stock | 53,191 | 52,092 | -1,099 | $12,315,955 | $11,902,615 | -$413,340 | 2026-02-11 |
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| Q4 2025 | CSCO
CISCO SYS INC COM | United States | Stock | 58,581 | 56,401 | -2,180 | $4,008,122 | $4,344,549 | +$336,427 | 2026-02-11 |
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| Q4 2025 | ABT
ABBOTT LABS COM | United States | Stock | 22,069 | 21,435 | -634 | $2,955,922 | $2,685,591 | -$270,331 | 2026-02-11 |
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| Q4 2025 | BBY
BEST BUY INC COM | United States | Stock | 26,902 | 26,669 | -233 | $2,034,329 | $1,784,956 | -$249,373 | 2026-02-11 |
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| Q4 2025 | JPM
JPMORGAN CHASE & CO COM | United States | Stock | 36,532 | 36,503 | -29 | $11,523,231 | $11,762,041 | +$238,810 | 2026-02-11 |
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| Q4 2025 | CF
CF INDUSTRIES HOLD COM | United States | Stock | 16,641 | 16,348 | -293 | $1,492,698 | $1,264,354 | -$228,344 | 2026-02-11 |
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| Q4 2025 | GLD
SPDR GOLD SHARES | United States | ETF | 1,500 | 800 | -700 | $533,205 | $317,048 | -$216,157 | 2026-02-11 |
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| Q4 2025 | COST
COSTCO WHOLESALE CORPORATION COM | United States | Stock | 2,349 | 2,299 | -50 | $2,174,305 | $1,982,520 | -$191,785 | 2026-02-11 |
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| Q4 2025 | UPS
UNITED PARCEL SVCS INC CL B | United States | Stock | 50,807 | 40,959 | -9,848 | $4,243,911 | $4,062,696 | -$181,215 | 2026-02-11 |
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| Q4 2025 | NEM
NEWMONT CORP COM | United States | Stock | 23,604 | 21,740 | -1,864 | $1,990,053 | $2,170,739 | +$180,686 | 2026-02-11 |
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| Q4 2025 | PAYX
PAYCHEX INC COM | United States | Stock | 12,361 | 12,357 | -4 | $1,566,880 | $1,386,208 | -$180,672 | 2026-02-11 |
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| Q4 2025 | VZ
VERIZON COMMUNICATIONS INC COM | United States | Stock | 5,114 | 1,115 | -3,999 | $224,739 | $45,407 | -$179,332 | 2026-02-11 |
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| Q4 2025 | PG
PROCTER & GAMBLE CO COM | United States | Stock | 15,102 | 14,960 | -142 | $2,320,467 | $2,143,989 | -$176,478 | 2026-02-11 |
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| Q4 2025 | UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 8,884 | 8,879 | -5 | $3,067,731 | $2,931,199 | -$136,532 | 2026-02-11 |
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| Q4 2025 | KLAC
KLA CORP COM NEW | United States | Stock | 1,072 | 1,023 | -49 | $1,156,739 | $1,243,597 | +$86,858 | 2026-02-11 |
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| Q4 2025 | PEP
PEPSICO INC COM | United States | Stock | 55,043 | 54,386 | -657 | $7,730,218 | $7,805,458 | +$75,240 | 2026-02-11 |
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| Q4 2025 | TXN
TEXAS INSTRS INC COM | United States | Stock | 2,232 | 1,945 | -287 | $410,085 | $337,438 | -$72,647 | 2026-02-11 |
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| Q4 2025 | LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 1,671 | 1,509 | -162 | $510,427 | $443,098 | -$67,329 | 2026-02-11 |
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| Q4 2025 | BNY
BANK NEW YORK MELLON CORP COM | United States | Stock | 10,690 | 10,580 | -110 | $1,164,815 | $1,228,232 | +$63,417 | 2026-02-11 |
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| Q4 2025 | HSY
HERSHEY CO COM | United States | Stock | 9,652 | 9,632 | -20 | $1,805,407 | $1,752,831 | -$52,576 | 2026-02-11 |
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| Q4 2025 | UNP
UNION PAC CORP COM | United States | Stock | 2,638 | 2,495 | -143 | $623,446 | $577,076 | -$46,370 | 2026-02-11 |
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| Q4 2025 | TFC
TRUIST FINL CORP COM | United States | Stock | 19,702 | 19,153 | -549 | $900,762 | $942,542 | +$41,780 | 2026-02-11 |
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| Q4 2025 | IBM
INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 2,559 | 2,299 | -260 | $722,047 | $680,995 | -$41,052 | 2026-02-11 |
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| Q4 2025 | SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 5,649 | 5,026 | -623 | $539,313 | $502,152 | -$37,161 | 2026-02-11 |
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| Q4 2025 | CME
CME GROUP INC COM | United States | Stock | 2,228 | 2,125 | -103 | $601,983 | $580,295 | -$21,688 | 2026-02-11 |
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| Q4 2025 | NSC
NORFOLK SOUTHN CORP COM | United States | Stock | 1,470 | 1,466 | -4 | $441,603 | $423,264 | -$18,339 | 2026-02-11 |
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| Q4 2025 | PNC
PNC FINL SVCS GROUP INC COM | United States | Stock | 2,876 | 2,683 | -193 | $577,891 | $560,061 | -$17,830 | 2026-02-11 |
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| Q4 2025 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 1,923 | 1,602 | -321 | $213,453 | $196,629 | -$16,824 | 2026-02-11 |
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| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 1,169 | 1,139 | -30 | $587,703 | $572,518 | -$15,185 | 2026-02-11 |
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| Q4 2025 | FIS
FIDELITY NATL INFORMATION SVCS COM | United States | Stock | 4,642 | 4,471 | -171 | $306,093 | $297,143 | -$8,950 | 2026-02-11 |
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