B
PRIM icon

Bailard’s Primoris Services PRIM Stock Holding History

Bailard’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,789
Closed -$222K – 805
2025
Q4 		$222K Buy
+1,789
New +$234K ﹤0.01% 679
2025
Q1 		– Sell
-8,700
Closed -$665K – 826
2024
Q4 		$665K Hold
8,700
– – 0.02% 403
2024
Q3 		$505K Buy
8,700
+4,300
+98% +$229K 0.01% 467
2024
Q2 		$220K Buy
+4,400
New +$218K 0.01% 648
2021
Q2 		– Sell
-19,200
Closed -$636K – 743
2021
Q1 		$636K Buy
+19,200
New +$632K 0.02% 337
2018
Q2 		– Sell
-24,800
Closed -$620K – 534
2018
Q1 		$620K Buy
+24,800
New +$636K 0.04% 275
2013
Q4 		– Sell
-8,800
Closed -$224K – 236
2013
Q3 		$224K Buy
+8,800
New +$199K 0.04% 192

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bailard's PRIM Position: Q1 2026 in Review

Bailard sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 1,789 shares — an estimated $222K sold.

Bailard first reported a position in PRIM in Q3 2013 and held it in 7 quarters. The position peaked at $665K in Q4 2024. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Bailard reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 1,789 Primoris Services shares in Q1 2026, an estimated $222K.
  • Bailard first reported a position in Primoris Services in Q3 2013 and held it in 7 quarters.
  • Bailard's Primoris Services position peaked at $665K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.