Sterling Investment Advisors, Ltd. quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sterling Investment Advisors, Ltd. opened 1 positions, added to 0, reduced 5, sold out of 0 and left 2 unchanged. The largest increase in value was Lam Research Corp. (+$755,777); the largest decrease was BlackRock, Inc. (-$12,848).
- Lam Research Corp.: Country of operation United States; Class COM; Shares 2026-03-31 4,130; Shares 2026-06-30 3,780.
- Dell, Inc.: Country of operation —; Class COM; Shares 2026-03-31 1,464; Shares 2026-06-30 1,459.
- Merck & Co.: Country of operation —; Class COM; Shares 2026-03-31 26,053; Shares 2026-06-30 25,499.
- Broadcom, Inc.: Country of operation —; Class COM; Shares 2026-03-31 2,752; Shares 2026-06-30 2,313.
Two Form 13F-HR filings compared (SEC CIK 1701132): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-28). 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; share change is the position change.
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