James Investment Research’s Koss Corp KOSS Stock Holding History

James Investment Research’s Portfolio KOSS Stock Details KOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.1K	Hold	15,475	–	–	0.01%	367
2026 Q1	$55.4K	Buy	15,475 +4,900	+46%	+$20.7K	0.01%	350
2025 Q4	$43.8K	Hold	10,575	–	–	﹤0.01%	354
2025 Q3	$53.7K	Hold	10,575	–	–	0.01%	347
2025 Q2	$53.9K	Hold	10,575	–	–	0.01%	328
2025 Q1	$49.9K	Hold	10,575	–	–	0.01%	317
2024 Q4	$78K	Hold	10,575	–	–	0.01%	316
2024 Q3	$78.1K	Hold	10,575	–	–	0.01%	316
2024 Q2	$47.1K	Buy	+10,575	New	+$38.6K	0.01%	317
2023 Q2	–	Sell	-3,575	Closed	-$17K	–	422
2023 Q1	$17K	Hold	3,575	–	–	﹤0.01%	448
2022 Q4	$18K	Buy	+3,575	New	+$22K	﹤0.01%	450

Other funds holding KOSS

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

James Investment Research's KOSS Position: Q2 2026 in Review

James Investment Research held its Koss Corp (KOSS) position steady in Q2 2026 at 15,475 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #367.

James Investment Research first reported a position in KOSS in Q4 2022 and has held it in 11 quarters since. The position peaked at $78.1K in Q3 2024. 23 funds tracked by Wall St. Rank hold KOSS as of Q2 2026.

James Investment Research held 15,475 shares of Koss Corp worth $62.1K as of Q2 2026.
James Investment Research left its Koss Corp share count unchanged in Q2 2026.
Koss Corp made up 0.01% of James Investment Research's portfolio in Q2 2026, its #367 holding.
James Investment Research first reported a position in Koss Corp in Q4 2022 and has held it in 11 quarters since.
James Investment Research's Koss Corp position peaked at $78.1K in Q3 2024.
23 funds tracked by Wall St. Rank held Koss Corp as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.