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Lumbard & Kellner’s Primoris Services PRIM Stock Holding History

Lumbard & Kellner’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 		$4.65M Buy
46,897
+5,397
+13% +$710K 1.41% 24
2026
Q1 		$5.94M Buy
41,500
+178
+0.4% +$26.1K 2.06% 21
2025
Q4 		$5.13M Buy
41,322
+174
+0.4% +$22.7K 1.8% 19
2025
Q3 		$5.65M Hold
41,148
– – 2.08% 16
2025
Q2 		$3.21M Buy
41,148
+4,181
+11% +$283K 1.4% 31
2025
Q1 		$2.12M Buy
+36,967
New +$2.67M 0.94% 41

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

Lumbard & Kellner's PRIM Position: Q2 2026 in Review

Lumbard & Kellner increased its Primoris Services (PRIM) stake by 13% in Q2 2026, buying an estimated $710K and bringing the position to 46,897 shares worth $4.65M. The position accounts for 1.41% of the portfolio, ranked #24.

Lumbard & Kellner first reported a position in PRIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.94M in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Lumbard & Kellner held 46,897 shares of Primoris Services worth $4.65M as of Q2 2026.
  • Lumbard & Kellner bought 5,397 Primoris Services shares in Q2 2026, an estimated $710K.
  • Primoris Services made up 1.41% of Lumbard & Kellner's portfolio in Q2 2026, its #24 holding.
  • Lumbard & Kellner first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Lumbard & Kellner's Primoris Services position peaked at $5.94M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.