BWL
PCAR icon

Bogart Wealth LLC’s PACCAR PCAR Stock Holding History

Bogart Wealth LLC’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 		$14.9M Buy
124,160
+19,896
+19% +$2.35M 0.51% 43
2026
Q1 		$12M Sell
104,264
-41,192
-28% -$4.98M 0.46% 48
2025
Q4 		$15.9M Buy
145,456
+515
+0.4% +$52.8K 0.64% 27
2025
Q3 		$14.3M Sell
144,941
-1,262
-0.9% -$124K 0.58% 32
2025
Q2 		$13.9M Buy
146,203
+5,366
+4% +$496K 0.59% 34
2025
Q1 		$13.7M Buy
140,837
+2,353
+2% +$248K 0.65% 29
2024
Q4 		$14.4M Sell
138,484
-1,614
-1% -$177K 0.68% 27
2024
Q3 		$13.8M Buy
140,098
+24,938
+22% +$2.44M 0.65% 30
2024
Q2 		$11.9M Buy
115,160
+4,172
+4% +$460K 0.6% 30
2024
Q1 		$13.8M Sell
110,988
-11,632
-9% -$1.25M 0.71% 22
2023
Q4 		$12M Sell
122,620
-312
-0.3% -$28K 0.68% 24
2023
Q3 		$10.5M Buy
+122,932
New +$10.5M 0.65% 31

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Bogart Wealth LLC's PCAR Position: Q2 2026 in Review

Bogart Wealth LLC increased its PACCAR (PCAR) stake by 19% in Q2 2026, buying an estimated $2.35M and bringing the position to 124,160 shares worth $14.9M. The position accounts for 0.51% of the portfolio, ranked #43.

Bogart Wealth LLC first reported a position in PCAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q4 2025. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Bogart Wealth LLC held 124,160 shares of PACCAR worth $14.9M as of Q2 2026.
  • Bogart Wealth LLC bought 19,896 PACCAR shares in Q2 2026, an estimated $2.35M.
  • PACCAR made up 0.51% of Bogart Wealth LLC's portfolio in Q2 2026, its #43 holding.
  • Bogart Wealth LLC first reported a position in PACCAR in Q3 2023 and has held it in 12 quarters since.
  • Bogart Wealth LLC's PACCAR position peaked at $15.9M in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.