KWM
PRIM icon

Keebeck Wealth Management’s Primoris Services PRIM Stock Holding History

Keebeck 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
Q1 		$531K Buy
3,710
+125
+3% +$18.3K 0.06% 227
2025
Q4 		$445K Buy
3,585
+1,342
+60% +$175K 0.05% 234
2025
Q3 		$308K Buy
+2,243
New +$241K 0.04% 298

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return

Keebeck Wealth Management's PRIM Position: Q1 2026 in Review

Keebeck Wealth Management increased its Primoris Services (PRIM) stake by 3.5% in Q1 2026, buying an estimated $18.3K and bringing the position to 3,710 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #227.

Keebeck Wealth Management first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Keebeck Wealth Management held 3,710 shares of Primoris Services worth $531K as of Q1 2026.
  • Keebeck Wealth Management bought 125 Primoris Services shares in Q1 2026, an estimated $18.3K.
  • Primoris Services made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #227 holding.
  • Keebeck Wealth Management first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.