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Blue Bell Private Wealth Management’s Primoris Services PRIM Stock Holding History

Blue Bell Private Wealth Management’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
-271
Closed -$33.6K – 765
2025
Q4 		$33.6K Hold
271
– – ﹤0.01% 443
2025
Q3 		$37.2K Buy
+271
New +$29.1K 0.01% 428

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 $3.38T AUM 44.17% 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

Blue Bell Private Wealth Management's PRIM Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 271 shares — an estimated $33.6K sold.

Blue Bell Private Wealth Management first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $37.2K in Q3 2025. 512 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 271 Primoris Services shares in Q1 2026, an estimated $33.6K.
  • Blue Bell Private Wealth Management first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Primoris Services position peaked at $37.2K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.