LAM Group
COST icon

LAM Group’s Costco COST Stock Holding History

LAM Group’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 		$34.6K Hold
38
– – 0.02% 93
2026
Q2 		$35.5K Hold
38
– – 0.02% 95
2026
Q1 		$37.9K Buy
+38
New +$37K 0.02% 91
2025
Q1 		– Sell
-38
Closed -$34.8K – 86
2024
Q4 		$34.8K Hold
38
– – 0.02% 87
2024
Q3 		$33.7K Hold
38
– – 0.02% 84
2024
Q2 		$32.3K Buy
38
+8
+27% +$6.24K 0.03% 83
2024
Q1 		$22K Hold
30
– – 0.02% 86
2023
Q4 		$19.8K Hold
30
– – 0.02% 81
2023
Q3 		$16.9K Hold
30
– – 0.02% 74
2023
Q2 		$16.2K Hold
30
– – 0.02% 75
2023
Q1 		$14.9K Hold
30
– – 0.01% 76
2022
Q4 		$13.7K Buy
+30
New +$14.7K 0.01% 78

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LAM Group's COST Position: Q3 2026 in Review

LAM Group held its Costco (COST) position steady in Q3 2026 at 38 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #93.

LAM Group first reported a position in COST in Q4 2022 and has held it in 12 quarters since. The position peaked at $37.9K in Q1 2026. 1,940 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • LAM Group held 38 shares of Costco worth $34.6K as of Q3 2026.
  • LAM Group left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.02% of LAM Group's portfolio in Q3 2026, its #93 holding.
  • LAM Group first reported a position in Costco in Q4 2022 and has held it in 12 quarters since.
  • LAM Group's Costco position peaked at $37.9K in Q1 2026.
  • 1,940 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.