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Bingham Private Wealth’s Costco COST Stock Holding History

Bingham Private Wealth’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 		$1.23M Buy
1,235
+572
+86% +$557K 0.98% 29
2025
Q4 		$572K Buy
+663
New +$601K 0.49% 57
2025
Q2 		$564K Sell
570
-18
-3% -$17.9K 0.54% 54
2025
Q1 		$556K Sell
588
-1
-0.2% -$975 0.58% 52
2024
Q4 		$540K Buy
+589
New +$547K 0.57% 54

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

Bingham Private Wealth's COST Position: Q1 2026 in Review

Bingham Private Wealth increased its Costco (COST) stake by 86% in Q1 2026, buying an estimated $557K and bringing the position to 1,235 shares worth $1.23M. The position accounts for 0.98% of the portfolio, ranked #29.

Bingham Private Wealth first reported a position in COST in Q4 2024 and has held it in 5 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Bingham Private Wealth held 1,235 shares of Costco worth $1.23M as of Q1 2026.
  • Bingham Private Wealth bought 572 Costco shares in Q1 2026, an estimated $557K.
  • Costco made up 0.98% of Bingham Private Wealth's portfolio in Q1 2026, its #29 holding.
  • Bingham Private Wealth first reported a position in Costco in Q4 2024 and has held it in 5 quarters since.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.