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Whalen Wealth Management’s Primoris Services PRIM Stock Holding History

Whalen 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
Q2 		– Sell
-2,081
Closed -$298K – 215
2026
Q1 		$298K Buy
+2,081
New +$305K 0.16% 154
2024
Q4 		– Sell
-7,983
Closed -$464K – 171
2024
Q3 		$464K Buy
+7,983
New +$426K 0.33% 73

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

Whalen Wealth Management's PRIM Position: Q2 2026 in Review

Whalen Wealth Management sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 2,081 shares — an estimated $298K sold.

Whalen Wealth Management first reported a position in PRIM in Q3 2024 and held it in 2 quarters. The position peaked at $464K in Q3 2024. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Whalen Wealth Management reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,081 Primoris Services shares in Q2 2026, an estimated $298K.
  • Whalen Wealth Management first reported a position in Primoris Services in Q3 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Primoris Services position peaked at $464K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.