LifePlan Investment Advisors’s Costco COST Stock Holding History

LifePlan Investment Advisors’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	$409K	Buy	410 +27	+7%	+$26.3K	0.16%	94
2025 Q4	$331K	Sell	383 -5	-1%	-$4.53K	0.13%	94
2025 Q3	$359K	Buy	388 +23	+6%	+$22K	0.15%	91
2025 Q2	$361K	Hold	365	–	–	0.18%	82
2025 Q1	$345K	Sell	365 -33	-8%	-$32.2K	0.2%	76
2024 Q4	$364K	Buy	398 +7	+2%	+$6.5K	0.23%	73
2024 Q3	$346K	Sell	391 -13	-3%	-$11.3K	0.22%	70
2024 Q2	$344K	Hold	404	–	–	0.25%	69
2024 Q1	$296K	Buy	+404	New	+$288K	0.24%	68

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Investment Advisors's COST Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Costco (COST) stake by 7% in Q1 2026, buying an estimated $26.3K and bringing the position to 410 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #94.

LifePlan Investment Advisors first reported a position in COST in Q1 2024 and has held it in 9 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

LifePlan Investment Advisors held 410 shares of Costco worth $409K as of Q1 2026.
LifePlan Investment Advisors bought 27 Costco shares in Q1 2026, an estimated $26.3K.
Costco made up 0.16% of LifePlan Investment Advisors's portfolio in Q1 2026, its #94 holding.
LifePlan Investment Advisors first reported a position in Costco in Q1 2024 and has held it in 9 quarters since.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.