LWAM
PSMT icon

Legacy Wealth Asset Management’s Pricesmart PSMT Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$562K Buy
3,324
+730
+28% +$131K 0.12% 243
2026
Q2 		$507K Buy
+2,594
New +$432K 0.11% 266

Other funds holding PSMT

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's PSMT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Pricesmart (PSMT) stake by 28% in Q3 2026, buying an estimated $131K and bringing the position to 3,324 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #243.

Legacy Wealth Asset Management first reported a position in PSMT in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Legacy Wealth Asset Management held 3,324 shares of Pricesmart worth $562K as of Q3 2026.
  • Legacy Wealth Asset Management bought 730 Pricesmart shares in Q3 2026, an estimated $131K.
  • Pricesmart made up 0.12% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #243 holding.
  • Legacy Wealth Asset Management first reported a position in Pricesmart in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.