COST β€” COSTCO WHSL CORP NEW COM

Ownership history in ABLES, IANNONE, MOORE & ASSOCIATES, INC.  Β·  9 quarters on record

AI Ownership Summary

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported COSTCO WHSL CORP NEW COM (COST) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.3% in 2025 Q1. The latest visible filing shows COST at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s position in COSTCO WHSL CORP NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

COST was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABLES, IANNONE, MOORE & ASSOCIATES, INC. held COST β€” position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,020 +6 +0.3% 0.95% $1.7M 2026-02-14 (Est.) $1018.48
2025 Q3 REDUCED 2,014 -1 -0.0% 1.07% $1.9M 2025-10-06 $908.41
2025 Q2 UNCHANGED 2,015 β€” 0% 1.24% $2.0M 2025-07-07 $988.06
2025 Q1 REDUCED 2,015 -1 -0.0% 1.30% $1.9M 2025-04-08 $903.80
2024 Q4 ADDED 2,016 +8 +0.4% 1.14% $1.8M 2025-01-06 $916.67
2024 Q3 REDUCED 2,008 -1 -0.0% 1.15% $1.8M 2024-10-02 $871.62
2024 Q2 REDUCED 2,009 -7 -0.3% 1.13% $1.7M 2024-07-11 $838.74
2024 Q1 REDUCED 2,016 -9 -0.4% 1.06% $1.5M 2024-04-30 $716.19
2023 Q4 INITIATED 2,025 β€” β€” 1.02% $1.3M 2024-03-14 $724.00

FAQ About ABLES, IANNONE, MOORE & ASSOCIATES, INC. and COST

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported owning COST?

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported COST across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported COST position in ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for COST was 1.30% in 2025 Q1.

What is the latest reported COST position on this page?

The most recent filing on this page is 2025 Q4, when ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported 2,020 shares, equal to 0.95% of portfolio, with an estimated market value of $1.7M.

What does the chart on this COST ownership page compare?

The chart compares ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s quarterly COST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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