Sumitomo Life Insurance’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.57M | Buy |
4,584
+116
| +3% | +$113K | 0.11% | 67 |
|
|
2025
Q4 | $3.85M | Buy |
4,468
+38
| +0.9% | +$34.4K | 0.11% | 81 |
|
|
2025
Q3 | $4.1M | Sell |
4,430
-143
| -3% | -$137K | 0.13% | 72 |
|
|
2025
Q2 | $4.53M | Sell |
4,573
-284
| -6% | -$282K | 0.31% | 57 |
|
|
2025
Q1 | $4.59M | Sell |
4,857
-74
| -2% | -$72.1K | 0.16% | 58 |
|
|
2024
Q4 | $4.52M | Sell |
4,931
-7,918
| -62% | -$7.35M | 0.09% | 65 |
|
|
2024
Q3 | $11.4M | Sell |
12,849
-2,235
| -15% | -$1.94M | 0.22% | 30 |
|
|
2024
Q2 | $11.4M | Buy |
15,084
+3,780
| +33% | +$2.95M | 0.26% | 28 |
|
|
2024
Q1 | $7.77M | Buy |
11,304
+89
| +0.8% | +$63.5K | 0.2% | 37 |
|
|
2023
Q4 | $7.4M | Buy |
11,215
+4,696
| +72% | +$2.78M | 0.23% | 31 |
|
|
2023
Q3 | $3.68M | Sell |
6,519
-2,104
| -24% | -$1.16M | 0.1% | 46 |
|
|
2023
Q2 | $4.64M | Sell |
8,623
-1,147
| -12% | -$580K | 0.2% | 38 |
|
|
2023
Q1 | $4.85M | Buy |
9,770
+432
| +5% | +$212K | 0.41% | 26 |
|
|
2022
Q4 | $4.26M | Sell |
9,338
-78
| -0.8% | -$38.1K | 0.31% | 29 |
|
|
2022
Q3 | $4.45M | Sell |
9,416
-490
| -5% | -$255K | 0.19% | 27 |
|
|
2022
Q2 | $4.75M | Buy |
9,906
+178
| +2% | +$90.3K | 0.13% | 31 |
|
|
2022
Q1 | $5.6M | Sell |
9,728
-131
| -1% | -$68.7K | 0.14% | 29 |
|
|
2021
Q4 | $5.6M | Sell |
9,859
-587
| -6% | -$301K | 0.13% | 29 |
|
|
2021
Q3 | $4.69M | Sell |
10,446
-394
| -4% | -$173K | 0.13% | 32 |
|
|
2021
Q2 | $4.29M | Sell |
10,840
-2,004
| -16% | -$758K | 0.14% | 35 |
|
|
2021
Q1 | $4.53M | Sell |
12,844
-462
| -3% | -$161K | 0.18% | 39 |
|
|
2020
Q4 | $5.01M | Sell |
13,306
-1,684
| -11% | -$629K | 0.21% | 38 |
|
|
2020
Q3 | $5.32M | Sell |
14,990
-967
| -6% | -$325K | 0.25% | 36 |
|
|
2020
Q2 | $4.84M | Sell |
15,957
-1,187
| -7% | -$361K | 0.26% | 39 |
|
|
2020
Q1 | $4.89M | Buy |
17,144
+1,401
| +9% | +$425K | 0.35% | 31 |
|
|
2019
Q4 | $4.63M | Buy |
15,743
+654
| +4% | +$194K | 0.52% | 43 |
|
|
2019
Q3 | $4.35M | Sell |
15,089
-1,965
| -12% | -$553K | 0.57% | 40 |
|
|
2019
Q2 | $4.51M | Buy |
17,054
+141
| +0.8% | +$35.1K | 0.53% | 48 |
|
|
2019
Q1 | $4.09M | Sell |
16,913
-1,736
| -9% | -$380K | 0.55% | 50 |
|
|
2018
Q4 | $3.8M | Sell |
18,649
-541
| -3% | -$121K | 0.53% | 51 |
|
|
2018
Q3 | $4.51M | Sell |
19,190
-2,460
| -11% | -$554K | 0.54% | 48 |
|
|
2018
Q2 | $4.52M | Buy |
21,650
+1,687
| +8% | +$333K | 0.55% | 45 |
|
|
2018
Q1 | $3.76M | Sell |
19,963
-892
| -4% | -$168K | 0.5% | 51 |
|
|
2017
Q4 | $3.88M | Sell |
20,855
-806
| -4% | -$139K | 0.49% | 56 |
|
|
2017
Q3 | $3.56M | Buy |
21,661
+7,671
| +55% | +$1.21M | 0.45% | 61 |
|
|
2017
Q2 | $2.24M | Buy |
13,990
+590
| +4% | +$102K | 0.29% | 114 |
|
|
2017
Q1 | $2.25M | Sell |
13,400
-831
| -6% | -$139K | 0.32% | 95 |
|
|
2016
Q4 | $2.28M | Buy |
14,231
+316
| +2% | +$48.2K | 0.33% | 90 |
|
|
2016
Q3 | $2.12M | Sell |
13,915
-1,671
| -11% | -$270K | 0.31% | 98 |
|
|
2016
Q2 | $2.45M | Sell |
15,586
-548
| -3% | -$83K | 0.34% | 87 |
|
|
2016
Q1 | $2.54M | Sell |
16,134
-489
| -3% | -$74.1K | 0.33% | 95 |
|
|
2015
Q4 | $2.69M | Sell |
16,623
-391
| -2% | -$61.8K | 0.34% | 87 |
|
|
2015
Q3 | $2.46M | Sell |
17,014
-433
| -2% | -$61.8K | 0.33% | 90 |
|
|
2015
Q2 | $2.36M | Sell |
17,447
-5,945
| -25% | -$855K | 0.29% | 113 |
|
|
2015
Q1 | $3.54M | Sell |
23,392
-2,474
| -10% | -$363K | 0.39% | 71 |
|
|
2014
Q4 | $3.67M | Buy |
25,866
+2,139
| +9% | +$291K | 0.36% | 78 |
|
|
2014
Q3 | $2.97M | Sell |
23,727
-634
| -3% | -$76.6K | 0.29% | 105 |
|
|
2014
Q2 | $2.81M | Sell |
24,361
-4,205
| -15% | -$482K | 0.27% | 134 |
|
|
2014
Q1 | $3.19M | Sell |
28,566
-2,412
| -8% | -$276K | 0.31% | 107 |
|
|
2013
Q4 | $3.69M | Sell |
30,978
-1,717
| -5% | -$205K | 0.33% | 98 |
|
|
2013
Q3 | $3.76M | Sell |
32,695
-1,262
| -4% | -$146K | 0.35% | 89 |
|
|
2013
Q2 | $3.75M | Buy |
+33,957
| New | +$3.71M | 0.36% | 87 |
|
Other funds holding COST
VCM
VPM
DAM
Sumitomo Life Insurance's COST Position: Q1 2026 in Review
Sumitomo Life Insurance increased its Costco (COST) stake by 2.6% in Q1 2026, buying an estimated $113K and bringing the position to 4,584 shares worth $4.57M. The position accounts for 0.11% of the portfolio, ranked #67.
Sumitomo Life Insurance first reported a position in COST in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q2 2024. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.
- Sumitomo Life Insurance held 4,584 shares of Costco worth $4.57M as of Q1 2026.
- Sumitomo Life Insurance bought 116 Costco shares in Q1 2026, an estimated $113K.
- Costco made up 0.11% of Sumitomo Life Insurance's portfolio in Q1 2026, its #67 holding.
- Sumitomo Life Insurance first reported a position in Costco in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Life Insurance's Costco position peaked at $11.4M in Q2 2024.
- 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.