Iron Horse Wealth Management’s Costco COST Stock Holding History

Iron Horse 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
2025 Q2	$76.2K	Sell	77 -1	-1%	-$994	0.02%	111
2025 Q1	$73.8K	Sell	78 -9	-10%	-$8.78K	0.02%	95
2024 Q4	$79.7K	Hold	87	–	–	0.03%	82
2024 Q3	$77.1K	Buy	87 +15	+21%	+$13K	0.03%	85
2024 Q2	$61.2K	Hold	72	–	–	0.02%	86
2024 Q1	$52.7K	Hold	72	–	–	0.02%	84
2023 Q4	$47.5K	Sell	72 -17	-19%	-$10.1K	0.02%	83
2023 Q3	$50.3K	Buy	89 +80	+889%	+$44.2K	0.02%	79
2023 Q2	$4.84K	Hold	9	–	–	﹤0.01%	188
2023 Q1	$4.47K	Buy	9 +4	+80%	+$1.96K	﹤0.01%	210
2022 Q4	$2K	Buy	+5	New	+$2.44K	﹤0.01%	196
2022 Q3	–	Sell	-5	Closed	-$2K	–	169
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	191
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	179
2021 Q4	$3K	Buy	+5	New	+$2.56K	﹤0.01%	160

Other funds holding COST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's COST Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Costco (COST) stake by 1.3% in Q2 2025, selling an estimated $994 and leaving 77 shares worth $76.2K. The position accounts for 0.02% of the portfolio, ranked #111.

Iron Horse Wealth Management first reported a position in COST in Q4 2021 and has held it in 14 quarters since. The position peaked at $79.7K in Q4 2024. 4,002 funds tracked by Wall St. Rank hold COST as of Q2 2025.

Iron Horse Wealth Management held 77 shares of Costco worth $76.2K as of Q2 2025.
Iron Horse Wealth Management sold 1 Costco share in Q2 2025, an estimated $994.
Costco made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #111 holding.
Iron Horse Wealth Management first reported a position in Costco in Q4 2021 and has held it in 14 quarters since.
Iron Horse Wealth Management's Costco position peaked at $79.7K in Q4 2024.
4,002 funds tracked by Wall St. Rank held Costco as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.