Blue Bell Private Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
Blue Bell Private Wealth Management's COST Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its Costco (COST) stake by 0.92% in Q2 2026, buying an estimated $4.98K and bringing the position to 546 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #184.
Blue Bell Private Wealth Management first reported a position in COST in Q4 2021 and has held it in 19 quarters since. The position peaked at $539K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Blue Bell Private Wealth Management held 546 shares of Costco worth $511K as of Q2 2026.
- Blue Bell Private Wealth Management bought 5 Costco shares in Q2 2026, an estimated $4.98K.
- Costco made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #184 holding.
- Blue Bell Private Wealth Management first reported a position in Costco in Q4 2021 and has held it in 19 quarters since.
- Blue Bell Private Wealth Management's Costco position peaked at $539K in Q1 2026.
- 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.