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Bridge Generations Wealth Management’s Costco COST Stock Holding History

Bridge Generations Wealth 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 		– Sell
-1
Closed -$863 – 48
2025
Q4 		$863 Hold
1
– – ﹤0.01% 100
2025
Q3 		$926 Hold
1
– – ﹤0.01% 100
2025
Q2 		$990 Hold
1
– – ﹤0.01% 89
2025
Q1 		$946 Buy
+1
New +$975 ﹤0.01% 111

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

Bridge Generations Wealth Management's COST Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Costco (COST) in Q1 2026, closing a stake of 1 share — an estimated $863 sold.

Bridge Generations Wealth Management first reported a position in COST in Q1 2025 and held it in 4 quarters. The position peaked at $990 in Q2 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Costco position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 1 Costco share in Q1 2026, an estimated $863.
  • Bridge Generations Wealth Management first reported a position in Costco in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's Costco position peaked at $990 in Q2 2025.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.