Leibman Financial Services
COST icon

Leibman Financial Services’s Costco COST Stock Holding History

Leibman Financial Services’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 		$4.04M Buy
4,434
+1,920
+76% +$1.79M 2.78% 10
2026
Q2 		$2.35M Buy
2,514
+1,155
+85% +$1.15M 1.56% 32
2026
Q1 		$1.35M Buy
1,359
+141
+12% +$137K 0.99% 42
2025
Q4 		$1.05M Buy
+1,218
New +$1.1M 0.76% 41

Other funds holding COST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Leibman Financial Services's COST Position: Q3 2026 in Review

Leibman Financial Services increased its Costco (COST) stake by 76% in Q3 2026, buying an estimated $1.79M and bringing the position to 4,434 shares worth $4.04M. The position accounts for 2.78% of the portfolio, ranked #10.

Leibman Financial Services first reported a position in COST in Q4 2025 and has held it in 4 quarters since. 3,744 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Leibman Financial Services held 4,434 shares of Costco worth $4.04M as of Q3 2026.
  • Leibman Financial Services bought 1,920 Costco shares in Q3 2026, an estimated $1.79M.
  • Costco made up 2.78% of Leibman Financial Services's portfolio in Q3 2026, its #10 holding.
  • Leibman Financial Services first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.