Carson Wealth (CWM LLC)
PRIM icon

Carson Wealth (CWM LLC)’s Primoris Services PRIM Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.29M Buy
8,993
+23
+0.3% +$3.37K ﹤0.01% 1399
2025
Q4 		$1.11M Buy
8,970
+96
+1% +$12.5K ﹤0.01% 1430
2025
Q3 		$1.22M Buy
8,874
+2,275
+34% +$244K ﹤0.01% 1299
2025
Q2 		$514K Buy
6,599
+1,071
+19% +$72.6K ﹤0.01% 1577
2025
Q1 		$317K Buy
5,528
+3,220
+140% +$233K ﹤0.01% 1637
2024
Q4 		$176K Buy
2,308
+802
+53% +$58.6K ﹤0.01% 1910
2024
Q3 		$87K Buy
1,506
+411
+38% +$21.9K ﹤0.01% 2290
2024
Q2 		$55K Buy
1,095
+220
+25% +$10.9K ﹤0.01% 2417
2024
Q1 		$37K Buy
875
+20
+2% +$738 ﹤0.01% 2505
2023
Q4 		$28K Buy
855
+393
+85% +$12.3K ﹤0.01% 2565
2023
Q3 		$15K Buy
462
+107
+30% +$3.5K ﹤0.01% 2887
2023
Q2 		$11K Hold
355
– – ﹤0.01% 3029
2023
Q1 		$9K Hold
355
– – ﹤0.01% 3031
2022
Q4 		$8K Buy
355
+149
+72% +$3.01K ﹤0.01% 2952
2022
Q3 		$3K Buy
206
+7
+4% +$146 ﹤0.01% 3350
2022
Q2 		$4K Hold
199
– – ﹤0.01% 3120
2022
Q1 		$5K Buy
+199
New +$5.12K ﹤0.01% 2860

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

Carson Wealth (CWM LLC)'s PRIM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Primoris Services (PRIM) stake by 0.26% in Q1 2026, buying an estimated $3.37K and bringing the position to 8,993 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Carson Wealth (CWM LLC) first reported a position in PRIM in Q1 2022 and has held it in 17 quarters since. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,993 shares of Primoris Services worth $1.29M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23 Primoris Services shares in Q1 2026, an estimated $3.37K.
  • Primoris Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1399 holding.
  • Carson Wealth (CWM LLC) first reported a position in Primoris Services in Q1 2022 and has held it in 17 quarters since.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.