LPWM LLC’s Costco COST Stock Holding History

LPWM LLC’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	$205K	Buy	+225	New	+$210K	0.04%	98

Other funds holding COST

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPWM LLC's COST Position: Q3 2026 in Review

LPWM LLC opened a new position in Costco (COST) in Q3 2026: 225 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #98 among its holdings.

2,232 funds tracked by Wall St. Rank hold COST as of Q3 2026.

LPWM LLC held 225 shares of Costco worth $205K as of Q3 2026.
Costco was a new LPWM LLC position in Q3 2026.
Costco made up 0.04% of LPWM LLC's portfolio in Q3 2026, its #98 holding.
2,232 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.