BBPWM
PRMB

Blue Bell Private Wealth Management’s Primo Brands PRMB Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,691
Closed -$93K – 787
2025
Q4 		$93K Sell
5,691
-712
-11% -$13.2K 0.01% 338
2025
Q3 		$142K Sell
6,403
-32
-0.5% -$828 0.02% 286
2025
Q2 		$191K Sell
6,435
-16
-0.2% -$511 0.03% 240
2025
Q1 		$229K Buy
+6,451
New +$211K 0.04% 202

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.19B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Blue Bell Private Wealth Management sold out of Primo Brands (PRMB) in Q1 2026, closing a stake of 5,691 shares — an estimated $93K sold.

Blue Bell Private Wealth Management first reported a position in PRMB in Q1 2025 and held it in 4 quarters. The position peaked at $229K in Q1 2025. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Primo Brands position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 5,691 Primo Brands shares in Q1 2026, an estimated $93K.
  • Blue Bell Private Wealth Management first reported a position in Primo Brands in Q1 2025 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Primo Brands position peaked at $229K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

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