Lido Advisors’s Primoris Services PRIM Stock Holding History

Lido Advisors’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	$329K	Buy	+2,300	New	+$337K	﹤0.01%	1512

Other funds holding PRIM

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's PRIM Position: Q1 2026 in Review

Lido Advisors increased its Primoris Services (PRIM) stake by 60% in Q1 2026, buying an estimated $436K and bringing the position to 7,935 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Lido Advisors first reported a position in PRIM in Q1 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Lido Advisors held 7,935 shares of Primoris Services worth $1.14M as of Q1 2026.
Lido Advisors bought 2,978 Primoris Services shares in Q1 2026, an estimated $436K.
Primoris Services made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #918 holding.
Lido Advisors first reported a position in Primoris Services in Q1 2025 and has held it in 5 quarters since.
508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.