Position in PSMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$227,375
New position
Shares Held
1,164
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 385 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $86,956,215 across 7 Discount Stores names. PSMT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
427,579 | $48,427,597 | |
| 2 | COST |
Costco Wholesale Corp /New
|
31,067 | $29,062,246 | |
| 3 | TGT |
Target Corp
|
49,728 | $6,494,974 | |
| 4 | DG |
Dollar General Corp
|
12,972 | $1,493,206 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
5,487 | $663,652 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
6,732 | $587,165 | |
| 7 | PSMT |
Pricesmart Inc
This page
|
1,164 | $227,375 |
All Filings in PSMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,375 | 1,164 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||