Bullock Wealth Management’s Primoris Services PRIM Stock Holding History

Bullock 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 Q2	$19.5K	Hold	210	–	–	0.01%	359
2026 Q1	$31.6K	Hold	210	–	–	0.02%	309
2025 Q4	$26.1K	Hold	210	–	–	0.01%	315
2025 Q3	$29.3K	Hold	210	–	–	0.01%	309
2025 Q2	$16.7K	Hold	210	–	–	0.01%	342
2025 Q1	$12.1K	Hold	210	–	–	0.01%	355
2024 Q4	$16K	Hold	210	–	–	0.01%	344
2024 Q3	$12K	Hold	210	–	–	0.01%	354
2024 Q2	$10K	Hold	210	–	–	0.01%	356
2024 Q1	$8.97K	Buy	+210	New	+$7.75K	0.01%	369

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bullock Wealth Management's PRIM Position: Q2 2026 in Review

Bullock Wealth Management held its Primoris Services (PRIM) position steady in Q2 2026 at 210 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #359.

Bullock Wealth Management first reported a position in PRIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.6K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Bullock Wealth Management held 210 shares of Primoris Services worth $19.5K as of Q2 2026.
Bullock Wealth Management left its Primoris Services share count unchanged in Q2 2026.
Primoris Services made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #359 holding.
Bullock Wealth Management first reported a position in Primoris Services in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Primoris Services position peaked at $31.6K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.