PWPS
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Pinnacle Wealth Planning Services’s Pricesmart PSMT Stock Holding History

Pinnacle Wealth Planning 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 		$89.5K Buy
595
+20
+3% +$2.92K 0.01% 859
2025
Q4 		$70.5K Buy
+575
New +$70.2K 0.01% 988
2021
Q1 		– Sell
-79
Closed -$7K – 1551
2020
Q4 		$7K Buy
+79
New +$6.2K ﹤0.01% 1542

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

Pinnacle Wealth Planning Services's PSMT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pricesmart (PSMT) stake by 3.5% in Q1 2026, buying an estimated $2.92K and bringing the position to 595 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #859.

Pinnacle Wealth Planning Services first reported a position in PSMT in Q4 2020 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 595 shares of Pricesmart worth $89.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 20 Pricesmart shares in Q1 2026, an estimated $2.92K.
  • Pricesmart made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #859 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pricesmart in Q4 2020 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.