LongView Wealth Management’s Costco COST Stock Holding History

LongView Wealth Management’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	$820K	Buy	876 +11	+1%	+$11K	0.21%	97
2026 Q1	$844K	Sell	865 -160	-16%	-$156K	0.21%	103
2025 Q4	$966K	Buy	1,025 +11	+1%	+$9.97K	0.23%	88
2025 Q3	$938K	Buy	1,014 +1	+0.1%	+$959	0.25%	84
2025 Q2	$1M	Sell	1,013 -110	-10%	-$109K	0.3%	71
2025 Q1	$1.06M	Buy	1,123 +3	+0.3%	+$2.92K	0.32%	68
2024 Q4	$1.03M	Buy	1,120 +10	+0.9%	+$9.28K	0.31%	70
2024 Q3	$984K	Buy	1,110 +109	+11%	+$94.6K	0.31%	68
2024 Q2	$851K	Sell	1,001 -9	-0.9%	-$7.02K	0.31%	69
2024 Q1	$740K	Sell	1,010 -7	-0.7%	-$5K	0.29%	74
2023 Q4	$679K	Buy	+1,017	New	+$603K	0.3%	72

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LongView Wealth Management's COST Position: Q2 2026 in Review

LongView Wealth Management increased its Costco (COST) stake by 1.3% in Q2 2026, buying an estimated $11K and bringing the position to 876 shares worth $820K. The position accounts for 0.21% of the portfolio, ranked #97.

LongView Wealth Management first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 2,085 funds tracked by Wall St. Rank hold COST as of Q2 2026.

LongView Wealth Management held 876 shares of Costco worth $820K as of Q2 2026.
LongView Wealth Management bought 11 Costco shares in Q2 2026, an estimated $11K.
Costco made up 0.21% of LongView Wealth Management's portfolio in Q2 2026, its #97 holding.
LongView Wealth Management first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Costco position peaked at $1.06M in Q1 2025.
2,085 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.