PWPS
PSMT icon

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
Q2 		$119K Buy
608
+13
+2% +$2.17K 0.01% 778
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's PSMT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pricesmart (PSMT) stake by 2.2% in Q2 2026, buying an estimated $2.17K and bringing the position to 608 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #778.

Pinnacle Wealth Planning Services first reported a position in PSMT in Q4 2020 and has held it in 4 quarters since. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 608 shares of Pricesmart worth $119K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Pricesmart shares in Q2 2026, an estimated $2.17K.
  • Pricesmart made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #778 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pricesmart in Q4 2020 and has held it in 4 quarters since.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.