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Westmount Partners’s Costco COST Stock Holding History

Westmount Partners’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 		$3.44M Buy
3,672
+25
+0.7% +$24.9K 0.75% 24
2026
Q1 		$3.63M Buy
3,647
+180
+5% +$175K 0.89% 21
2025
Q4 		$2.99M Hold
3,467
– – 0.75% 25
2025
Q3 		$3.18M Sell
3,467
-4
-0.1% -$3.83K 0.82% 26
2025
Q2 		$3.44M Buy
3,471
+17
+0.5% +$16.9K 0.94% 23
2025
Q1 		$3.27M Sell
3,454
-427
-11% -$416K 1% 19
2024
Q4 		$3.56M Buy
3,881
+224
+6% +$208K 1.08% 18
2024
Q3 		$3.24M Sell
3,657
-341
-9% -$296K 0.97% 23
2024
Q2 		$3.38M Buy
3,998
+998
+33% +$779K 1.12% 18
2024
Q1 		$2.2M Buy
3,000
+3
+0.1% +$2.14K 0.79% 28
2023
Q4 		$1.98M Sell
2,997
-123
-4% -$72.9K 0.81% 27
2023
Q3 		$1.76M Buy
3,120
+3
+0.1% +$1.66K 0.78% 28
2023
Q2 		$1.68M Buy
3,117
+95
+3% +$48.1K 0.73% 28
2023
Q1 		$1.5M Buy
3,022
+359
+13% +$176K 0.69% 30
2022
Q4 		$1.22M Buy
+2,663
New +$1.3M 0.63% 32

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westmount Partners's COST Position: Q2 2026 in Review

Westmount Partners increased its Costco (COST) stake by 0.69% in Q2 2026, buying an estimated $24.9K and bringing the position to 3,672 shares worth $3.44M. The position accounts for 0.75% of the portfolio, ranked #24.

Westmount Partners first reported a position in COST in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.63M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Westmount Partners held 3,672 shares of Costco worth $3.44M as of Q2 2026.
  • Westmount Partners bought 25 Costco shares in Q2 2026, an estimated $24.9K.
  • Costco made up 0.75% of Westmount Partners's portfolio in Q2 2026, its #24 holding.
  • Westmount Partners first reported a position in Costco in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Costco position peaked at $3.63M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.