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BALDWIN WEALTH PARTNERS LLC/MA → COST
BALDWIN WEALTH PARTNERS LLC/MA COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
10
Latest value
$36K
Q3 2026
Peak value
$34.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37K |
| Q3 2025 | $34.9M |
| Q4 2025 | $34K |
| Q4 2025 | $32.1M |
| Q1 2026 | $40K |
| Q1 2026 | $24.3M |
| Q2 2026 | $37K |
| Q2 2026 | $22.6M |
| Q3 2026 | $22.1M |
| Q3 2026 | $36K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36K | 40 | — | — |
| Q3 2026 | $22.1M | 24.2K | — | — |
| Q2 2026 | $22.6M | 24.2K | — | — |
| Q2 2026 | $37K | 40 | — | — |
| Q1 2026 | $24.3M | 24.3K | — | — |
| Q1 2026 | $40K | 40 | — | — |
| Q4 2025 | $32.1M | 37.2K | — | — |
| Q4 2025 | $34K | 40 | — | — |
| Q3 2025 | $34.9M | 37.7K | — | — |
| Q3 2025 | $37K | 40 | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B