LWMI
PSA icon

Legacy Wealth Management (Idaho)’s Public Storage PSA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08K Hold
4
– – ﹤0.01% 863
2025
Q4 		$1.04K Hold
4
– – ﹤0.01% 743
2025
Q3 		$1.16K Buy
+4
New +$1.15K ﹤0.01% 605
2024
Q4 		– Sell
-8
Closed -$2.68K – 801
2024
Q3 		$2.68K Buy
+8
New +$2.6K ﹤0.01% 457

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PSA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Public Storage (PSA) position steady in Q1 2026 at 4 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Legacy Wealth Management (Idaho) first reported a position in PSA in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.68K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 4 shares of Public Storage worth $1.08K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Public Storage share count unchanged in Q1 2026.
  • Public Storage made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #863 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Public Storage in Q3 2024 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Public Storage position peaked at $2.68K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.