Baldwin Investment Management’s PACCAR PCAR Stock Holding History

Baldwin Investment 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 Q1	–	Sell	-2,428	Closed	-$253K	–	207
2024 Q4	$253K	Sell	2,428 -100	-4%	-$10.9K	0.03%	186
2024 Q3	$249K	Hold	2,528	–	–	0.03%	198
2024 Q2	$260K	Buy	2,528 +300	+13%	+$33.1K	0.04%	188
2024 Q1	$276K	Hold	2,228	–	–	0.04%	189
2023 Q4	$218K	Buy	+2,228	New	+$200K	0.03%	200
2021 Q1	–	Sell	-4,650	Closed	-$267K	–	249
2020 Q4	$267K	Hold	4,650	–	–	0.05%	201
2020 Q3	$264K	Hold	4,650	–	–	0.06%	174
2020 Q2	$232K	Buy	+4,650	New	+$217K	0.07%	143
2020 Q1	–	Sell	-4,650	Closed	-$245K	–	157
2019 Q4	$245K	Hold	4,650	–	–	0.07%	155
2019 Q3	$217K	Hold	4,650	–	–	0.06%	158
2019 Q2	$222K	Hold	4,650	–	–	0.06%	156
2019 Q1	$211K	Buy	+4,650	New	+$202K	0.06%	161
2018 Q4	–	Sell	-4,650	Closed	-$211K	–	165
2018 Q3	$211K	Buy	+4,650	New	+$205K	0.06%	164

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return