Lodestone Wealth Management LLC
Position in COST — Costco Wholesale Corp /New
CIK 1950158
SPOKANE, WA
Position in COST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,381,689
-$94,023 QoQ
Shares Held
1,477
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,265
of 4,178 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Lodestone Wealth Management LLC holds $3,884,617 across 4 Discount Stores names. COST ranks #2 (35.6% of the industry book) .
All Filings in COST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,689 | 1,477 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,475,712 | 1,481 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,282,299 | 1,487 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,518,033 | 1,640 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,562,125 | 1,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,564,320 | 1,654 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,503,599 | 1,641 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,455,665 | 1,642 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,392,283 | 1,638 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,139,972 | 1,556 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,038,305 | 1,573 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $516,373 | 914 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $482,388 | 896 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $442,711 | 891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $406,741 | 891 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||