A detailed history of Lifestyle Asset Management, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 430 shares of COST stock, worth $392,413. This represents 0.14% of its overall portfolio holdings.

Number of Shares
430
Previous 213 101.88%
Holding current value
$392,413
Previous $211 Million 88.76%
% of portfolio
0.14%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$915.95 - $994.57 $198,761 - $215,821
217 Added 101.88%
430 $398 Million
Q2 2025

Jul 09, 2025

BUY
$908.13 - $1056.85 $193,431 - $225,109
213 New
213 $211 Million

Others Institutions Holding COST

About COSTCO WHOLESALE CORP


  • Ticker COST
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 442,604,000
  • Market Cap $404B
  • Description
  • Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. It offers branded and private-label products in a range of merchandise categories. The company o...
More about COST
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.