Position in PSMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,297
New position
Shares Held
22
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 385 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $14,216,293 across 8 Discount Stores names. PSMT ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
121,253 | $13,733,114 | |
| 2 | COST |
Costco Wholesale Corp /New
|
489 | $457,444 | |
| 3 | DLTR |
Dollar Tree, Inc.
|
100 | $12,095 | |
| 4 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
65 | $4,997 | |
| 5 | PSMT |
Pricesmart Inc
This page
|
22 | $4,297 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
26 | $2,267 | |
| 7 | TGT |
Target Corp
|
8 | $1,044 | |
| 8 | DG |
Dollar General Corp
|
9 | $1,035 |
All Filings in PSMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,297 | 22 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||