Oliver Luxxe Assets’s Primoris Services PRIM Stock Holding History

Oliver Luxxe Assets’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	-19,888	Closed	-$2.47M	–	215
2025 Q4	$2.47M	Sell	19,888 -12,420	-38%	-$1.62M	0.38%	88
2025 Q3	$4.44M	Buy	32,308 +124	+0.4%	+$13.3K	0.7%	55
2025 Q2	$2.51M	Buy	32,184 +351	+1%	+$23.8K	0.45%	80
2025 Q1	$1.83M	Buy	31,833 +1,171	+4%	+$84.7K	0.34%	106
2024 Q4	$1.78M	Hold	30,662	–	–	0.32%	114
2024 Q3	$1.78M	Buy	30,662 +16,212	+112%	+$865K	0.32%	115
2024 Q2	$721K	Buy	+14,450	New	+$715K	0.15%	134

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oliver Luxxe Assets's PRIM Position: Q1 2026 in Review

Oliver Luxxe Assets sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 19,888 shares — an estimated $2.47M sold.

Oliver Luxxe Assets first reported a position in PRIM in Q2 2024 and held it in 7 quarters. The position peaked at $4.44M in Q3 2025. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Oliver Luxxe Assets reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
Oliver Luxxe Assets sold 19,888 Primoris Services shares in Q1 2026, an estimated $2.47M.
Oliver Luxxe Assets first reported a position in Primoris Services in Q2 2024 and held it in 7 quarters.
Oliver Luxxe Assets's Primoris Services position peaked at $4.44M in Q3 2025.
511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Oliver Luxxe Assets's 13F filing for Q1 2026, filed 8 Apr 2026.