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Forum Financial Management’s Primoris Services PRIM Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,698
Closed -$335K – 821
2025
Q4 		$335K Buy
2,698
+1
+0% +$131 ﹤0.01% 689
2025
Q3 		$370K Buy
2,697
+3
+0.1% +$322 0.01% 615
2025
Q2 		$210K Buy
+2,694
New +$183K ﹤0.01% 882

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

Forum Financial Management's PRIM Position: Q1 2026 in Review

Forum Financial Management sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 2,698 shares — an estimated $335K sold.

Forum Financial Management first reported a position in PRIM in Q2 2025 and held it in 3 quarters. The position peaked at $370K in Q3 2025. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Forum Financial Management reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,698 Primoris Services shares in Q1 2026, an estimated $335K.
  • Forum Financial Management first reported a position in Primoris Services in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Primoris Services position peaked at $370K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.