4WM
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4J Wealth Management’s PACCAR PCAR Stock Holding History

4J Wealth Management’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,100
Closed -$204K – 96
2025
Q1 		$204K Hold
2,100
– – 0.16% 87
2024
Q4 		$218K Hold
2,100
– – 0.18% 82
2024
Q3 		$207K Hold
2,100
– – 0.16% 88
2024
Q2 		$216K Hold
2,100
– – 0.18% 83
2024
Q1 		$260K Hold
2,100
– – 0.22% 76
2023
Q4 		$205K Buy
+2,100
New +$189K 0.19% 84

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

4J Wealth Management's PCAR Position: Q2 2025 in Review

4J Wealth Management sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 2,100 shares — an estimated $204K sold.

4J Wealth Management first reported a position in PCAR in Q4 2023 and held it in 6 quarters. The position peaked at $260K in Q1 2024. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • 4J Wealth Management reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • 4J Wealth Management sold 2,100 PACCAR shares in Q2 2025, an estimated $204K.
  • 4J Wealth Management first reported a position in PACCAR in Q4 2023 and held it in 6 quarters.
  • 4J Wealth Management's PACCAR position peaked at $260K in Q1 2024.
  • 968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on 4J Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.