FORM Wealth Advisors
COST icon

FORM Wealth Advisors’s Costco COST Stock Holding History

FORM Wealth Advisors’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
Q3 		$413K Hold
454
– – 0.05% 39
2026
Q2 		$425K Hold
454
– – 0.05% 38
2026
Q1 		$452K Buy
454
+212
+88% +$207K 0.05% 38
2025
Q4 		$209K Buy
+242
New +$219K 0.02% 57
2025
Q2 		$297K Hold
300
– – 0.04% 49
2025
Q1 		$284K Buy
+300
New +$292K 0.04% 47

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

FORM Wealth Advisors's COST Position: Q3 2026 in Review

FORM Wealth Advisors held its Costco (COST) position steady in Q3 2026 at 454 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #39.

FORM Wealth Advisors first reported a position in COST in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q1 2026. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • FORM Wealth Advisors held 454 shares of Costco worth $413K as of Q3 2026.
  • FORM Wealth Advisors left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.05% of FORM Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • FORM Wealth Advisors first reported a position in Costco in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's Costco position peaked at $452K in Q1 2026.
  • 2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.