Legacy Wealth Asset Management »

PriceSmart shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of PriceSmart (PSMT) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in PriceSmart

Tip: Access up to 7 years of quarterly data

All positions including PriceSmart held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PriceSmart by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $507k 2.6k 195.34

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Micron Technology (MU)
Lam Research Corp Com New (LRCX)
Advanced Micro Devices (AMD)
Broadcom (AVGO)
Ase Technology Hldg Sponsored Ads (ASX)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etra Bl Co Mat 5 (UCIB)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Legacy Wealth Asset Management

Top funds holding PriceSmart

BlackRock
Vanguard Portfolio Management
FMR
American Century Companies
Dimensional Fund Advisors
Black Creek Investment Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
First Trust Advisors
Copeland Capital Management
River Road Asset Management
Invesco
Pertento Partners
Morgan Stanley

View all funds holding PriceSmart