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Boston Research & Management’s Costco COST Stock Holding History

Boston Research & 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 		$288K Hold
290
– – 0.07% 96
2025
Q4 		$250K Sell
290
-100
-26% -$90.6K 0.06% 111
2025
Q3 		$360K Buy
390
+100
+34% +$95.9K 0.08% 99
2025
Q2 		$287K Hold
290
– – 0.07% 100
2025
Q1 		$274K Hold
290
– – 0.07% 100
2024
Q4 		$265K Hold
290
– – 0.07% 104
2024
Q3 		$257K Hold
290
– – 0.06% 107
2024
Q2 		$246K Hold
290
– – 0.06% 107
2024
Q1 		$212K Buy
+290
New +$207K 0.05% 114

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

Boston Research & Management's COST Position: Q1 2026 in Review

Boston Research & Management held its Costco (COST) position steady in Q1 2026 at 290 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #96.

Boston Research & Management first reported a position in COST in Q1 2024 and has held it in 9 quarters since. The position peaked at $360K in Q3 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Boston Research & Management held 290 shares of Costco worth $288K as of Q1 2026.
  • Boston Research & Management left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.07% of Boston Research & Management's portfolio in Q1 2026, its #96 holding.
  • Boston Research & Management first reported a position in Costco in Q1 2024 and has held it in 9 quarters since.
  • Boston Research & Management's Costco position peaked at $360K in Q3 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.