LWA
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Lineweaver Wealth Advisors’s Costco COST Stock Holding History

Lineweaver Wealth 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
Q3 		$2.09M Buy
2,297
+60
+3% +$56K 0.24% 86
2026
Q2 		$2.09M Buy
2,237
+235
+12% +$234K 0.25% 87
2026
Q1 		$2M Sell
2,002
-263
-12% -$256K 0.27% 78
2025
Q4 		$1.95M Buy
2,265
+245
+12% +$222K 0.26% 74
2025
Q3 		$1.87M Buy
2,020
+56
+3% +$53.7K 0.27% 72
2025
Q2 		$1.94M Buy
1,964
+60
+3% +$59.6K 0.31% 63
2025
Q1 		$1.81M Buy
1,904
+116
+6% +$113K 0.31% 63
2024
Q4 		$1.65M Sell
1,788
-71
-4% -$65.9K 0.3% 65
2024
Q3 		$1.65M Buy
1,859
+30
+2% +$26K 0.32% 63
2024
Q2 		$1.56M Sell
1,829
-32
-2% -$25K 0.32% 59
2024
Q1 		$1.37M Sell
1,861
-133
-7% -$94.9K 0.32% 61
2023
Q4 		$1.32M Sell
1,994
-192
-9% -$114K 0.34% 59
2023
Q3 		$1.23M Sell
2,186
-21
-1% -$11.6K 0.36% 55
2023
Q2 		$1.19M Buy
2,207
+19
+0.9% +$9.61K 0.34% 57
2023
Q1 		$1.09M Buy
2,188
+6
+0.3% +$2.94K 0.33% 62
2022
Q4 		$998K Buy
2,182
+682
+45% +$333K 0.3% 64
2022
Q3 		$705K Buy
1,500
+22
+1% +$11.4K 0.23% 73
2022
Q2 		$708K Buy
1,478
+20
+1% +$10.1K 0.23% 71
2022
Q1 		$840K Buy
1,458
+52
+4% +$27.3K 0.24% 72
2021
Q4 		$798K Sell
1,406
-27
-2% -$13.8K 0.23% 71
2021
Q3 		$644K Buy
1,433
+57
+4% +$25.1K 0.2% 67
2021
Q2 		$544K Buy
1,376
+42
+3% +$15.9K 0.18% 64
2021
Q1 		$470K Buy
1,334
+223
+20% +$77.6K 0.17% 68
2020
Q4 		$418K Sell
1,111
-60
-5% -$22.4K 0.16% 58
2020
Q3 		$415K Buy
1,171
+39
+3% +$13.1K 0.19% 59
2020
Q2 		$343K Buy
1,132
+121
+12% +$36.8K 0.17% 56
2020
Q1 		$289K Buy
+1,011
New +$307K 0.18% 55

Other funds holding COST

EA
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Lineweaver Wealth Advisors's COST Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Costco (COST) stake by 2.7% in Q3 2026, buying an estimated $56K and bringing the position to 2,297 shares worth $2.09M. The position accounts for 0.24% of the portfolio, ranked #86.

Lineweaver Wealth Advisors first reported a position in COST in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.09M in Q2 2026. 510 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Lineweaver Wealth Advisors held 2,297 shares of Costco worth $2.09M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 60 Costco shares in Q3 2026, an estimated $56K.
  • Costco made up 0.24% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Lineweaver Wealth Advisors first reported a position in Costco in Q1 2020 and has held it in 27 quarters since.
  • Lineweaver Wealth Advisors's Costco position peaked at $2.09M in Q2 2026.
  • 510 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.