FIM
PRIM icon

Freedom Investment Management’s Primoris Services PRIM Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-3,779
Closed -$295K – 537
2025
Q2 		$295K Sell
3,779
-1,263
-25% -$85.6K 0.02% 598
2025
Q1 		$289K Buy
5,042
+207
+4% +$15K 0.02% 605
2024
Q4 		$369K Sell
4,835
-3
-0.1% -$219 0.03% 525
2024
Q3 		$281K Buy
4,838
+71
+1% +$3.79K 0.02% 623
2024
Q2 		$238K Buy
+4,767
New +$236K 0.02% 674

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Freedom Investment Management's PRIM Position: Q3 2025 in Review

Freedom Investment Management sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 3,779 shares — an estimated $295K sold.

Freedom Investment Management first reported a position in PRIM in Q2 2024 and held it in 5 quarters. The position peaked at $369K in Q4 2024. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Freedom Investment Management reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,779 Primoris Services shares in Q3 2025, an estimated $295K.
  • Freedom Investment Management first reported a position in Primoris Services in Q2 2024 and held it in 5 quarters.
  • Freedom Investment Management's Primoris Services position peaked at $369K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.