TWPM
PRIM icon

Total Wealth Planning & Management’s Primoris Services PRIM Stock Holding History

Total Wealth Planning & 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 		$1.01M Sell
7,027
-1,959
-22% -$287K 0.74% 40
2025
Q4 		$1.12M Buy
+8,986
New +$1.17M 0.83% 28
2025
Q2 		$797K Buy
10,221
+887
+10% +$60.1K 0.65% 40
2025
Q1 		$536K Buy
9,334
+475
+5% +$34.3K 0.51% 65
2024
Q4 		$677K Buy
+8,859
New +$647K 0.61% 41

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

Total Wealth Planning & Management's PRIM Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Primoris Services (PRIM) stake by 22% in Q1 2026, selling an estimated $287K and leaving 7,027 shares worth $1.01M. The position accounts for 0.74% of the portfolio, ranked #40.

Total Wealth Planning & Management first reported a position in PRIM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Total Wealth Planning & Management held 7,027 shares of Primoris Services worth $1.01M as of Q1 2026.
  • Total Wealth Planning & Management sold 1,959 Primoris Services shares in Q1 2026, an estimated $287K.
  • Primoris Services made up 0.74% of Total Wealth Planning & Management's portfolio in Q1 2026, its #40 holding.
  • Total Wealth Planning & Management first reported a position in Primoris Services in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Primoris Services position peaked at $1.12M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.