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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

COST holding history

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

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
1,088
Value
$1.02M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of COST by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,088$1.02M0.1%00.0%UnchangedHolders
Q1 20261,088$1.08M0.1%+30+2.8%AddedHolders
Q4 20251,058$912.2K0.1%−5−0.5%ReducedHolders
Q3 20251,063$984.0K0.1%+4+0.4%AddedHolders
Q2 20251,059$1.05M0.1%+50+5.0%AddedHolders
Q1 20251,009$953.9K0.1%+7+0.7%AddedHolders
Q4 20241,002$918.1K0.1%+238+31.2%AddedHolders
Q3 2024764$677.0K0.1%+1+0.1%AddedHolders
Q2 2024763$648.7K0.1%00.0%UnchangedHolders
Q1 2024763$558.8K0.1%+21+2.8%AddedHolders
Q4 2023742$490.1K0.1%+14+1.9%AddedHolders
Q3 2023728$411.3K0.1%+1+0.1%AddedHolders
Q2 2023727$391.7K<0.1%00.0%UnchangedHolders
Q1 2023727$361.2K<0.1%+1+0.1%AddedHolders
Q4 2022726$331.6K<0.1%−25−3.3%ReducedHolders
Q3 2022751$355.0K0.1%−17−2.2%ReducedHolders
Q2 2022768$368.0K0.1%+58+8.2%AddedHolders
Q1 2022710$409.0K0.1%+1+0.1%AddedHolders
Q4 2021709$403.0K<0.1%00.0%UnchangedHolders
Q3 2021709$319.0K<0.1%+155+28.0%AddedHolders
Q2 2021554$219.0K<0.1%−26−4.5%ReducedHolders
Q1 2021580$205.0K<0.1%––Holders

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