QWM
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QP Wealth Management’s Primoris Services PRIM Stock Holding History

QP 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 		– Sell
-4,049
Closed -$503K – 104
2025
Q4 		$503K Buy
+4,049
New +$529K 0.44% 53

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

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

QP Wealth Management sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 4,049 shares — an estimated $503K sold.

QP Wealth Management first reported a position in PRIM in Q4 2025 and held it in 1 quarter. The position peaked at $503K in Q4 2025. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • QP Wealth Management reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • QP Wealth Management sold 4,049 Primoris Services shares in Q1 2026, an estimated $503K.
  • QP Wealth Management first reported a position in Primoris Services in Q4 2025 and held it in 1 quarter.
  • QP Wealth Management's Primoris Services position peaked at $503K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.