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
Q2 		$217K Hold
232
– – 0.07% 95
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Landing Point Financial Group's COST Position: Q2 2026 in Review

Landing Point Financial Group held its Costco (COST) position steady in Q2 2026 at 232 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #95.

Landing Point Financial Group first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2024. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Landing Point Financial Group held 232 shares of Costco worth $217K as of Q2 2026.
  • Landing Point Financial Group left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.07% of Landing Point Financial Group's portfolio in Q2 2026, its #95 holding.
  • Landing Point Financial Group first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Landing Point Financial Group's Costco position peaked at $247K in Q4 2024.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.