LPL Financial
PRIM icon

LPL Financial’s Primoris Services PRIM Stock Holding History

LPL Financial’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
Q2 		$1.71M Sell
17,255
-12,218
-41% -$1.61M ﹤0.01% 3920
2026
Q1 		$4.22M Sell
29,473
-9,263
-24% -$1.36M ﹤0.01% 2783
2025
Q4 		$4.81M Sell
38,736
-2,763
-7% -$361K ﹤0.01% 2567
2025
Q3 		$5.7M Buy
41,499
+23,801
+134% +$2.56M ﹤0.01% 2347
2025
Q2 		$1.38M Sell
17,698
-96
-0.5% -$6.51K ﹤0.01% 3462
2025
Q1 		$1.02M Sell
17,794
-3,507
-16% -$254K ﹤0.01% 3545
2024
Q4 		$1.63M Sell
21,301
-307
-1% -$22.4K ﹤0.01% 3053
2024
Q3 		$1.26M Sell
21,608
-1,219
-5% -$65K ﹤0.01% 3174
2024
Q2 		$1.14M Sell
22,827
-2,347
-9% -$116K ﹤0.01% 3130
2024
Q1 		$1.07M Sell
25,174
-331
-1% -$12.2K ﹤0.01% 3114
2023
Q4 		$847K Sell
25,505
-1,148
-4% -$35.8K ﹤0.01% 3186
2023
Q3 		$872K Sell
26,653
-373
-1% -$12.2K ﹤0.01% 3015
2023
Q2 		$823K Sell
27,026
-685
-2% -$18.3K ﹤0.01% 3014
2023
Q1 		$683K Sell
27,711
-776
-3% -$19.6K ﹤0.01% 3078
2022
Q4 		$625K Buy
28,487
+992
+4% +$20.1K ﹤0.01% 3053
2022
Q3 		$447K Sell
27,495
-2,571
-9% -$53.7K ﹤0.01% 3256
2022
Q2 		$654K Buy
30,066
+2,573
+9% +$62K ﹤0.01% 2954
2022
Q1 		$655K Buy
27,493
+2,763
+11% +$71.1K ﹤0.01% 2982
2021
Q4 		$593K Sell
24,730
-9,580
-28% -$242K ﹤0.01% 3127
2021
Q3 		$840K Buy
34,310
+9,686
+39% +$260K ﹤0.01% 2763
2021
Q2 		$725K Buy
24,624
+9,621
+64% +$310K ﹤0.01% 2845
2021
Q1 		$497K Buy
+15,003
New +$494K ﹤0.01% 3026
2015
Q4 		– Sell
-10,908
Closed -$208K – 3229
2015
Q3 		$208K Buy
10,908
+574
+6% +$10.3K ﹤0.01% 2487
2015
Q2 		$201K Buy
+10,334
New +$197K ﹤0.01% 2626
2014
Q3 		– Sell
-7,689
Closed -$222K – 2768
2014
Q2 		$222K Buy
+7,689
New +$222K ﹤0.01% 2408
2014
Q1 		– Sell
-6,662
Closed -$207K – 2709
2013
Q4 		$207K Buy
+6,662
New +$183K ﹤0.01% 2413

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's PRIM Position: Q2 2026 in Review

LPL Financial reduced its Primoris Services (PRIM) stake by 41% in Q2 2026, selling an estimated $1.61M and leaving 17,255 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

LPL Financial first reported a position in PRIM in Q4 2013 and has held it in 26 quarters since. The position peaked at $5.7M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • LPL Financial held 17,255 shares of Primoris Services worth $1.71M as of Q2 2026.
  • LPL Financial sold 12,218 Primoris Services shares in Q2 2026, an estimated $1.61M.
  • Primoris Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3920 holding.
  • LPL Financial first reported a position in Primoris Services in Q4 2013 and has held it in 26 quarters since.
  • LPL Financial's Primoris Services position peaked at $5.7M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.