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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Leibman Financial Services's COST Position: Q2 2026 in Review

Leibman Financial Services increased its Costco (COST) stake by 85% in Q2 2026, buying an estimated $1.15M and bringing the position to 2,514 shares worth $2.35M. The position accounts for 1.56% of the portfolio, ranked #32.

Leibman Financial Services first reported a position in COST in Q4 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Leibman Financial Services held 2,514 shares of Costco worth $2.35M as of Q2 2026.
  • Leibman Financial Services bought 1,155 Costco shares in Q2 2026, an estimated $1.15M.
  • Costco made up 1.56% of Leibman Financial Services's portfolio in Q2 2026, its #32 holding.
  • Leibman Financial Services first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.