Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 2,065
Value: $1.93M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of COST by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,065	$1.93M	0.4%	−3−0.1%	Reduced	Holders
Q1 2026	2,068	$2.06M	0.5%	+65+3.2%	Added	Holders
Q4 2025	2,003	$1.73M	0.4%	+568+39.6%	Added	Holders
Q3 2025	1,435	$1.33M	0.3%	+800+126.0%	Added	Holders
Q2 2025	635	$628.6K	0.2%	00.0%	Unchanged	Holders
Q1 2025	635	$600.6K	0.2%	+27+4.4%	Added	Holders
Q4 2024	608	$557.1K	0.1%	−15−2.4%	Reduced	Holders
Q3 2024	623	$552.3K	0.1%	−5−0.8%	Reduced	Holders
Q2 2024	628	$533.8K	0.2%	00.0%	Unchanged	Holders
Q1 2024	628	$460.1K	0.1%	−2−0.3%	Reduced	Holders
Q4 2023	630	$415.9K	0.1%	00.0%	Unchanged	Holders
Q3 2023	630	$355.9K	0.1%	+35+5.9%	Added	Holders
Q2 2023	595	$320.3K	0.1%	00.0%	Unchanged	Holders
Q1 2023	595	$295.6K	0.1%	+4+0.7%	Added	Holders
Q4 2022	591	$269.8K	0.1%	00.0%	Unchanged	Holders
Q3 2022	591	$279.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	591	$283.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	591	$340.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	591	$336.0K	0.1%	+7+1.2%	Added	Holders
Q3 2021	584	$262.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	584	$231.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	584	$206.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.