LPFG
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Landing Point Financial Group’s Costco COST Stock Holding History

Landing Point Financial 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
Q1 		$231K Hold
232
– – 0.11% 87
2025
Q4 		$200K Hold
232
– – 0.1% 81
2025
Q3 		$215K Buy
232
+10
+5% +$9.59K 0.11% 81
2025
Q2 		$220K Hold
222
– – 0.14% 62
2025
Q1 		$210K Sell
222
-10
-4% -$9.75K 0.16% 67
2024
Q4 		$247K Buy
+232
New +$215K 0.19% 57

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Landing Point Financial Group's COST Position: Q1 2026 in Review

Landing Point Financial Group held its Costco (COST) position steady in Q1 2026 at 232 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #87.

Landing Point Financial Group first reported a position in COST in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q4 2024. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Landing Point Financial Group held 232 shares of Costco worth $231K as of Q1 2026.
  • Landing Point Financial Group left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.11% of Landing Point Financial Group's portfolio in Q1 2026, its #87 holding.
  • Landing Point Financial Group first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • Landing Point Financial Group's Costco position peaked at $247K in Q4 2024.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.