AIMZ Investment Advisors’s Costco COST Stock Holding History

AIMZ Investment Advisors’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	$743K	Buy	746 +2	+0.3%	+$1.95K	0.23%	81
2025 Q4	$642K	Hold	744	–	–	0.18%	85
2025 Q3	$689K	Buy	744 +14	+2%	+$13.4K	0.22%	81
2025 Q2	$723K	Sell	730 -25	-3%	-$24.8K	0.24%	76
2025 Q1	$714K	Hold	755	–	–	0.25%	75
2024 Q4	$692K	Hold	755	–	–	0.24%	74
2024 Q3	$669K	Buy	755 +15	+2%	+$13K	0.23%	76
2024 Q2	$629K	Hold	740	–	–	0.23%	77
2024 Q1	$542K	Hold	740	–	–	0.2%	81
2023 Q4	$488K	Hold	740	–	–	0.2%	81
2023 Q3	$418K	Hold	740	–	–	0.19%	83
2023 Q2	$398K	Hold	740	–	–	0.17%	83
2023 Q1	$368K	Hold	740	–	–	0.16%	86
2022 Q4	$338K	Hold	740	–	–	0.16%	88
2022 Q3	$349K	Sell	740 -115	-13%	-$59.8K	0.18%	86
2022 Q2	$410K	Hold	855	–	–	0.2%	79
2022 Q1	$492K	Hold	855	–	–	0.2%	82
2021 Q4	$485K	Hold	855	–	–	0.19%	84
2021 Q3	$384K	Hold	855	–	–	0.17%	88
2021 Q2	$338K	Hold	855	–	–	0.15%	94
2021 Q1	$301K	Hold	855	–	–	0.15%	96
2020 Q4	$322K	Hold	855	–	–	0.17%	88
2020 Q3	$304K	Sell	855 -35	-4%	-$11.8K	0.18%	84
2020 Q2	$270K	Hold	890	–	–	0.18%	82
2020 Q1	$254K	Hold	890	–	–	0.2%	79
2019 Q4	$262K	Hold	890	–	–	0.17%	85
2019 Q3	$256K	Hold	890	–	–	0.18%	85
2019 Q2	$235K	Hold	890	–	–	0.16%	88
2019 Q1	$216K	Buy	+890	New	+$195K	0.15%	92
2018 Q4	–	Sell	-890	Closed	-$209K	–	96
2018 Q3	$209K	Buy	+890	New	+$200K	0.13%	98

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 $147M AUM 25.76% 1-Year Est. Return

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

AIMZ Investment Advisors's COST Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Costco (COST) stake by 0.27% in Q1 2026, buying an estimated $1.95K and bringing the position to 746 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #81.

AIMZ Investment Advisors first reported a position in COST in Q3 2018 and has held it in 30 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

AIMZ Investment Advisors held 746 shares of Costco worth $743K as of Q1 2026.
AIMZ Investment Advisors bought 2 Costco shares in Q1 2026, an estimated $1.95K.
Costco made up 0.23% of AIMZ Investment Advisors's portfolio in Q1 2026, its #81 holding.
AIMZ Investment Advisors first reported a position in Costco in Q3 2018 and has held it in 30 quarters since.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

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