Cyrus J. Lawrence’s Costco COST Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	$1.08M	Sell	1,144 -17,389	-94%	-$17M	4.09%	6
2024 Q4	$17M	Buy	18,533 +71	+0.4%	+$65.9K	3.28%	11
2024 Q3	$16.4M	Sell	18,462 -47	-0.3%	-$40.8K	3.21%	8
2024 Q2	$15.7M	Buy	18,509 +281	+2%	+$219K	3.19%	9
2024 Q1	$13.4M	Buy	+18,228	New	+$13M	2.96%	9
2023 Q3	$10.7M	Sell	18,891 -330	-2%	-$182K	2.93%	7
2023 Q2	$10.3M	Sell	19,221 -86	-0.4%	-$43.5K	2.24%	7
2023 Q1	$9.59M	Sell	19,307 -10	-0.1%	-$4.91K	2.79%	6
2022 Q4	$8.82M	Sell	19,317 -237	-1%	-$116K	2.63%	9
2022 Q3	$9.23M	Buy	19,554 +76	+0.4%	+$39.5K	1.82%	14
2022 Q2	$9.34M	Sell	19,478 -1,787	-8%	-$907K	2.69%	12
2022 Q1	$12.2M	Buy	+21,265	New	+$11.2M	2.8%	10

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cyrus J. Lawrence's COST Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its Costco (COST) stake by 94% in Q1 2025, selling an estimated $17M and leaving 1,144 shares worth $1.08M. The position accounts for 4.09% of the portfolio, ranked #6.

Cyrus J. Lawrence first reported a position in COST in Q1 2022 and has held it in 12 quarters since. The position peaked at $17M in Q4 2024. 3,950 funds tracked by Wall St. Rank hold COST as of Q1 2025.

Cyrus J. Lawrence held 1,144 shares of Costco worth $1.08M as of Q1 2025.
Cyrus J. Lawrence sold 17,389 Costco shares in Q1 2025, an estimated $17M.
Costco made up 4.09% of Cyrus J. Lawrence's portfolio in Q1 2025, its #6 holding.
Cyrus J. Lawrence first reported a position in Costco in Q1 2022 and has held it in 12 quarters since.
Cyrus J. Lawrence's Costco position peaked at $17M in Q4 2024.
3,950 funds tracked by Wall St. Rank held Costco as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.