Commonwealth Retirement Investments Llc Portfolio Changes in Q2 2026

Commonwealth Retirement Investments Llc has significantly reshaped its portfolio through observable changes in the second quarter of 2026. The analysis focuses on specific stock movements based on the provided data.

Prominent Holdings and Recent Changes

The investor's current holdings include major corporations like Procter & Gamble (PG), holding a substantial position worth approximately $9.8 million, representing 2.66% of the total portfolio value ($352.8 million). Similarly, Microsoft Corporation is allocated about 3.51%, valued at $12.9 million.

Significant Purchases During Q2

This quarter saw considerable buying activity by the investor, as evidenced by changes in specific holdings. Notably, PG experienced a massive increase of 51,978 shares and its stock value rose significantly by $352.73 million (or effectively remained the same due to prior ownership). The investor also added substantial positions in Morgan Stanley, acquiring 35,141 shares and increasing its value by $7.35 million, and in UnitedHealth Group Inc. (symbol UNH), although the exact change isn't detailed here but it was a significant buy according to disclosed data). Furthermore, purchases were recorded for other stocks like HP Inc. (HPQ), acquiring 147,686 shares.

Substantial Sales and Exits

In contrast to the buying activity, there were also significant reductions or exits from certain positions during Q2. The investor sold a large portion of its Bristol Myers Squirebb Co (BMY) holdings, reducing them by 75.28% in value and exiting almost entirely according to the data provided). Similarly, there was a major reduction in Fastenal Co (FAST), with sales accounting for over 63% of its previous position. Other notable exits include selling shares from United Parcel Service Inc. and Altria Group Inc., although the exact percentages aren't detailed here but it was a significant sell according to disclosed data).

Detailed Changes in Specific Holdings

Several individual holdings changed significantly. For instance, Morgan Stanley (MS)'s allocation increased from its previous level by a staggering 87,852% in value according to the data provided). This is likely due to substantial new purchases. On the other hand, BMY saw an almost complete exit from its position.

No Disclosures for Certain Activities

The provided data does not include information on all potential portfolio activities. For example, changes in the number of shares or value for holdings like Broadcom Inc (AVGO) and others are only partially reflected in the 'changed_holdings' list but fully detailed elsewhere.