Schubert & Co’s Primoris Services PRIM Stock Holding History

Schubert & Co’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	$452K	Sell	3,159 -156	-5%	-$22.8K	0.37%	41
2025 Q4	$412K	Sell	3,315 -217	-6%	-$28.3K	0.33%	47
2025 Q3	$485K	Sell	3,532 -414	-10%	-$44.5K	0.36%	41
2025 Q2	$308K	Sell	3,946 -1,599	-29%	-$108K	0.22%	53
2025 Q1	$318K	Sell	5,545 -1,324	-19%	-$95.7K	0.22%	45
2024 Q4	$525K	Buy	6,869 +14	+0.2%	+$1.02K	0.35%	35
2024 Q3	$398K	Buy	+6,855	New	+$366K	0.28%	37
2023 Q2	–	Sell	-15	Closed	-$370	–	1142
2023 Q1	$370	Hold	15	–	–	﹤0.01%	1472
2022 Q4	$329	Sell	15 -25	-63%	-$505	﹤0.01%	1464
2022 Q3	$1K	Buy	40 +15	+60%	+$313	﹤0.01%	1216
2022 Q2	$1K	Buy	+25	New	+$602	﹤0.01%	1250
2022 Q1	–	Sell	-1	Closed	–	–	1282
2021 Q4	$0	Buy	+1	New	+$25	﹤0.01%	1230

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

Schubert & Co's PRIM Position: Q1 2026 in Review

Schubert & Co reduced its Primoris Services (PRIM) stake by 4.7% in Q1 2026, selling an estimated $22.8K and leaving 3,159 shares worth $452K. The position accounts for 0.37% of the portfolio, ranked #41.

Schubert & Co first reported a position in PRIM in Q4 2021 and has held it in 12 quarters since. The position peaked at $525K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Schubert & Co held 3,159 shares of Primoris Services worth $452K as of Q1 2026.
Schubert & Co sold 156 Primoris Services shares in Q1 2026, an estimated $22.8K.
Primoris Services made up 0.37% of Schubert & Co's portfolio in Q1 2026, its #41 holding.
Schubert & Co first reported a position in Primoris Services in Q4 2021 and has held it in 12 quarters since.
Schubert & Co's Primoris Services position peaked at $525K in Q4 2024.
509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.