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LVW Advisors’s Pricesmart PSMT Stock Holding History

LVW Advisors’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
Q2 		$228K Buy
+1,166
New +$194K 0.02% 413

Other funds holding PSMT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LVW Advisors's PSMT Position: Q2 2026 in Review

LVW Advisors opened a new position in Pricesmart (PSMT) in Q2 2026: 1,166 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

97 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • LVW Advisors held 1,166 shares of Pricesmart worth $228K as of Q2 2026.
  • Pricesmart was a new LVW Advisors position in Q2 2026.
  • Pricesmart made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #413 holding.
  • 97 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.