Signature Wealth Management Group’s Costco COST Stock Holding History

Signature Wealth Management Group’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	$1.08M	Buy	+1,088	New	+$1.06M	0.41%	62

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

Signature Wealth Management Group's COST Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Costco (COST) in Q1 2026: 1,088 shares worth $1.08M. The stake represents 0.41% of the portfolio and ranks #62 among its holdings.

4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Signature Wealth Management Group held 1,088 shares of Costco worth $1.08M as of Q1 2026.
Costco was a new Signature Wealth Management Group position in Q1 2026.
Costco made up 0.41% of Signature Wealth Management Group's portfolio in Q1 2026, its #62 holding.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.