Aigen Investment Management’s Costco COST Stock Holding History

Aigen 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	$2.8M	Buy	2,815 +92	+3%	+$89.7K	0.72%	24
2025 Q4	$2.35M	Buy	+2,723	New	+$2.47M	0.54%	42
2025 Q2	–	Sell	-3,870	Closed	-$3.66M	–	835
2025 Q1	$3.66M	Buy	3,870 +2,924	+309%	+$2.85M	0.58%	21
2024 Q4	$867K	Sell	946 -3,756	-80%	-$3.49M	0.15%	198
2024 Q3	$4.17M	Buy	+4,702	New	+$4.08M	0.82%	11
2024 Q2	–	Sell	-3,758	Closed	-$2.75M	–	820
2024 Q1	$2.75M	Sell	3,758 -2,107	-36%	-$1.5M	0.6%	20
2023 Q4	$3.87M	Buy	+5,865	New	+$3.48M	0.69%	16
2022 Q1	–	Sell	-21,783	Closed	-$11.7M	–	644
2021 Q4	$11.7M	Buy	+21,783	New	+$11.2M	0.72%	11
2020 Q3	–	Sell	-6,619	Closed	-$2.01M	–	887
2020 Q2	$2.01M	Sell	6,619 -18,873	-74%	-$5.74M	0.26%	95
2020 Q1	$7.27M	Buy	+25,492	New	+$7.74M	0.97%	5

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aigen Investment Management increased its Costco (COST) stake by 3.4% in Q1 2026, buying an estimated $89.7K and bringing the position to 2,815 shares worth $2.8M. The position accounts for 0.72% of the portfolio, ranked #24.

Aigen Investment Management first reported a position in COST in Q1 2020 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2021. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Aigen Investment Management held 2,815 shares of Costco worth $2.8M as of Q1 2026.
Aigen Investment Management bought 92 Costco shares in Q1 2026, an estimated $89.7K.
Costco made up 0.72% of Aigen Investment Management's portfolio in Q1 2026, its #24 holding.
Aigen Investment Management first reported a position in Costco in Q1 2020 and has held it in 10 quarters since.
Aigen Investment Management's Costco position peaked at $11.7M in Q4 2021.
4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.