HWM
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Horizons Wealth Management’s Primoris Services PRIM Stock Holding History

Horizons 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
Q3 		$473K Buy
+6,343
New +$512K 0.29% 49
2026
Q1 		$569K Hold
3,976
– – 0.37% 40
2025
Q4 		$494K Sell
3,976
-5,362
-57% -$700K 0.32% 47
2025
Q3 		$1.28M Buy
9,338
+5,362
+135% +$576K 0.87% 24
2025
Q2 		$310K Sell
3,976
-42
-1% -$2.85K 0.22% 54
2025
Q1 		$231K Buy
+4,018
New +$291K 0.17% 59

Other funds holding PRIM

AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Horizons Wealth Management's PRIM Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Primoris Services (PRIM) in Q3 2026: 6,343 shares worth $473K. The stake represents 0.29% of the portfolio and ranks #49 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in PRIM as recently as Q1 2026.

Horizons Wealth Management first reported a position in PRIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q3 2025. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Horizons Wealth Management held 6,343 shares of Primoris Services worth $473K as of Q3 2026.
  • Primoris Services was a new Horizons Wealth Management position in Q3 2026.
  • Primoris Services made up 0.29% of Horizons Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Horizons Wealth Management first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Horizons Wealth Management's Primoris Services position peaked at $1.28M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.