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CSM Advisors’s Primoris Services PRIM Stock Holding History

CSM Advisors’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 		– Sell
-33,372
Closed -$4.77M – 431
2026
Q1 		$4.77M Buy
33,372
+2,959
+10% +$433K 0.12% 200
2025
Q4 		$3.77M Sell
30,413
-14,862
-33% -$1.94M 0.1% 225
2025
Q3 		$6.22M Buy
45,275
+5,500
+14% +$591K 0.17% 136
2025
Q2 		$3.1M Buy
+39,775
New +$2.7M 0.09% 251

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CSM Advisors's PRIM Position: Q2 2026 in Review

CSM Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 33,372 shares — an estimated $4.77M sold.

CSM Advisors first reported a position in PRIM in Q2 2025 and held it in 4 quarters. The position peaked at $6.22M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • CSM Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • CSM Advisors sold 33,372 Primoris Services shares in Q2 2026, an estimated $4.77M.
  • CSM Advisors first reported a position in Primoris Services in Q2 2025 and held it in 4 quarters.
  • CSM Advisors's Primoris Services position peaked at $6.22M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.