SMFG
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Sumitomo Mitsui Financial Group’s Costco COST Stock Holding History

Sumitomo Mitsui Financial 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
2024
Q1 		– Sell
-500
Closed -$34K – 173
2023
Q4 		$34K Hold
500
– – ﹤0.01% 145
2023
Q3 		$7.99K Hold
500
– – ﹤0.01% 158
2023
Q2 		$4.83K Hold
500
– – ﹤0.01% 168
2023
Q1 		$5.28K Buy
+500
New +$245K ﹤0.01% 161

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Financial Group's COST Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Costco (COST) stake by 1.3% in Q1 2026, buying an estimated $132K and bringing the position to 10,739 shares worth $10.7M. The position accounts for 0.22% of the portfolio, ranked #47.

Sumitomo Mitsui Financial Group first reported a position in COST in Q4 2017 and has held it in 27 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 10,739 shares of Costco worth $10.7M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 135 Costco shares in Q1 2026, an estimated $132K.
  • Costco made up 0.22% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #47 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Costco in Q4 2017 and has held it in 27 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.