JRPIM
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Journey Retirement Planning & Investment Management’s Primoris Services PRIM Stock Holding History

Journey Retirement Planning & 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
2026
Q1 		– Sell
-1,851
Closed -$230K – 210
2025
Q4 		$230K Buy
+1,851
New +$242K 0.05% 232

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PRIM Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 1,851 shares — an estimated $230K sold.

Journey Retirement Planning & Investment Management first reported a position in PRIM in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 510 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,851 Primoris Services shares in Q1 2026, an estimated $230K.
  • Journey Retirement Planning & Investment Management first reported a position in Primoris Services in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Primoris Services position peaked at $230K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.