Gibbs Wealth Management’s Costco COST Stock Holding History

Gibbs 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	$2.59M	Buy	+2,600	New	+$2.53M	0.34%	47

Other funds holding COST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Gibbs Wealth Management's COST Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Costco (COST) in Q1 2026: 4,054 shares worth $4.04M. The stake represents 0.53% of the portfolio and ranks #35 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in COST as recently as Q3 2025.

Gibbs Wealth Management first reported a position in COST in Q1 2025 and has held it in 4 quarters since. 4,263 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Gibbs Wealth Management held 4,054 shares of Costco worth $4.04M as of Q1 2026.
Costco was a new Gibbs Wealth Management position in Q1 2026.
Costco made up 0.53% of Gibbs Wealth Management's portfolio in Q1 2026, its #35 holding.
Gibbs Wealth Management first reported a position in Costco in Q1 2025 and has held it in 4 quarters since.
4,263 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.