Position in COST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,392,914
-$90,770 QoQ
Shares Held
1,489
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,262
of 4,178 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BXM Wealth LLC holds $2,553,375 across 2 Discount Stores names. COST ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
This page
|
1,489 | $1,392,914 | |
| 2 | WMT |
Walmart Inc.
|
10,246 | $1,160,461 |
All Filings in COST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,914 | 1,489 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,483,684 | 1,489 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,347,144 | 9,323 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,309,766 | 1,415 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,379,976 | 1,394 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,313,688 | 1,389 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,213,141 | 1,324 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||