BWL
PRMB

Bogart Wealth LLC’s Primo Brands PRMB Stock Holding History

Bogart Wealth LLC’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 		$546 Buy
+29
New +$560 ﹤0.01% 1561
2025
Q3 		– Sell
-22
Closed -$652 – 1605
2025
Q2 		$652 Buy
+22
New +$703 ﹤0.01% 1285

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

Bogart Wealth LLC's PRMB Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Primo Brands (PRMB) in Q1 2026: 29 shares worth $546. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in PRMB as recently as Q2 2025.

Bogart Wealth LLC first reported a position in PRMB in Q2 2025 and has held it in 2 quarters since. The position peaked at $652 in Q2 2025. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Bogart Wealth LLC held 29 shares of Primo Brands worth $546 as of Q1 2026.
  • Primo Brands was a new Bogart Wealth LLC position in Q1 2026.
  • Primo Brands made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1561 holding.
  • Bogart Wealth LLC first reported a position in Primo Brands in Q2 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Primo Brands position peaked at $652 in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.