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Beacon Investment Advisory Services’s PACCAR PCAR Stock Holding History

Beacon Investment Advisory Services’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
2026
Q2 		$60.7K Hold
505
– – ﹤0.01% 406
2026
Q1 		$58.3K Buy
+505
New +$61.1K ﹤0.01% 413

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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beacon Investment Advisory Services's PCAR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its PACCAR (PCAR) position steady in Q2 2026 at 505 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Beacon Investment Advisory Services first reported a position in PCAR in Q1 2026 and has held it in 2 quarters since. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Beacon Investment Advisory Services held 505 shares of PACCAR worth $60.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its PACCAR share count unchanged in Q2 2026.
  • PACCAR made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #406 holding.
  • Beacon Investment Advisory Services first reported a position in PACCAR in Q1 2026 and has held it in 2 quarters since.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.