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Abich Financial Wealth Management’s Costco COST Stock Holding History

Abich Financial Wealth Management’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$34.2K Buy
+37
New +$35.5K 0.01% 358
2024
Q3 		– Sell
-28
Closed -$24K – 470
2024
Q2 		$24K Sell
28
-9
-24% -$7.02K 0.02% 206
2024
Q1 		$27.1K Buy
37
+8
+28% +$5.71K 0.02% 183
2023
Q4 		$19.1K Buy
+29
New +$17.2K 0.02% 181

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abich Financial Wealth Management's COST Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Costco (COST) in Q3 2025: 37 shares worth $34.2K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in COST as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in COST in Q4 2023 and has held it in 4 quarters since. 3,933 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Abich Financial Wealth Management held 37 shares of Costco worth $34.2K as of Q3 2025.
  • Costco was a new Abich Financial Wealth Management position in Q3 2025.
  • Costco made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #358 holding.
  • Abich Financial Wealth Management first reported a position in Costco in Q4 2023 and has held it in 4 quarters since.
  • 3,933 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.