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IMA Advisory Services’s Pricesmart PSMT Stock Holding History

IMA Advisory Services’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01K Sell
20
-1
-5% -$146 ﹤0.01% 532
2025
Q4 		$2.58K Buy
+21
New +$2.56K ﹤0.01% 603

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IMA Advisory Services's PSMT Position: Q1 2026 in Review

IMA Advisory Services reduced its Pricesmart (PSMT) stake by 4.8% in Q1 2026, selling an estimated $146 and leaving 20 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

IMA Advisory Services first reported a position in PSMT in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • IMA Advisory Services held 20 shares of Pricesmart worth $3.01K as of Q1 2026.
  • IMA Advisory Services sold 1 Pricesmart share in Q1 2026, an estimated $146.
  • Pricesmart made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #532 holding.
  • IMA Advisory Services first reported a position in Pricesmart in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.