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Blom & Howell Financial Planning’s Costco COST Stock Holding History

Blom & Howell Financial Planning’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
Q2 		$1.3M Sell
1,389
-11
-0.8% -$11K 1.08% 20
2026
Q1 		$1.4M Sell
1,400
-1
-0.1% -$975 1.37% 16
2025
Q4 		$1.21M Buy
+1,401
New +$1.27M 1.2% 17

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blom & Howell Financial Planning's COST Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Costco (COST) stake by 0.79% in Q2 2026, selling an estimated $11K and leaving 1,389 shares worth $1.3M. The position accounts for 1.08% of the portfolio, ranked #20.

Blom & Howell Financial Planning first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2026. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Blom & Howell Financial Planning held 1,389 shares of Costco worth $1.3M as of Q2 2026.
  • Blom & Howell Financial Planning sold 11 Costco shares in Q2 2026, an estimated $11K.
  • Costco made up 1.08% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Blom & Howell Financial Planning first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Costco position peaked at $1.4M in Q1 2026.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.