AIM
COST icon

Access Investment Management’s Costco COST Stock Holding History

Access Investment 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
2026
Q1 		$49.8K Hold
50
– – 0.01% 102
2025
Q4 		$46.3K Hold
50
– – 0.01% 101
2025
Q3 		$46.3K Hold
50
– – 0.01% 101
2025
Q2 		$49.5K Buy
+50
New +$49.7K 0.01% 93
2024
Q4 		$18.3K Hold
20
– – 0.01% 95
2024
Q3 		$17.7K Hold
20
– – 0.01% 97
2024
Q2 		$17K Hold
20
– – 0.01% 96
2024
Q1 		$14.7K Hold
20
– – ﹤0.01% 96
2023
Q4 		$13.2K Buy
+20
New +$11.9K ﹤0.01% 84

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Access Investment Management's COST Position: Q1 2026 in Review

Access Investment Management held its Costco (COST) position steady in Q1 2026 at 50 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #102.

Access Investment Management first reported a position in COST in Q4 2023 and has held it in 9 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Access Investment Management held 50 shares of Costco worth $49.8K as of Q1 2026.
  • Access Investment Management left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.01% of Access Investment Management's portfolio in Q1 2026, its #102 holding.
  • Access Investment Management first reported a position in Costco in Q4 2023 and has held it in 9 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.