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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Bogart Wealth LLC's PCAR Position: Q1 2026 in Review

Bogart Wealth LLC reduced its PACCAR (PCAR) stake by 28% in Q1 2026, selling an estimated $4.98M and leaving 104,264 shares worth $12M. The position accounts for 0.46% of the portfolio, ranked #48.

Bogart Wealth LLC first reported a position in PCAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q4 2025. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Bogart Wealth LLC held 104,264 shares of PACCAR worth $12M as of Q1 2026.
Bogart Wealth LLC sold 41,192 PACCAR shares in Q1 2026, an estimated $4.98M.
PACCAR made up 0.46% of Bogart Wealth LLC's portfolio in Q1 2026, its #48 holding.
Bogart Wealth LLC first reported a position in PACCAR in Q3 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's PACCAR position peaked at $15.9M in Q4 2025.
1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.