Capital Advisors Wealth Management’s PACCAR PCAR Stock Holding History

Capital Advisors 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
2026 Q2	$320K	Buy	2,660 +6	+0.2%	+$708	0.04%	181
2026 Q1	$306K	Buy	2,654 +6	+0.2%	+$725	0.04%	167
2025 Q4	$290K	Sell	2,648 -397	-13%	-$40.7K	0.04%	174
2025 Q3	$299K	Buy	3,045 +14	+0.5%	+$1.38K	0.04%	167
2025 Q2	$288K	Buy	3,031 +7	+0.2%	+$647	0.05%	156
2025 Q1	$294K	Sell	3,024 -242	-7%	-$25.5K	0.05%	144
2024 Q4	$340K	Sell	3,266 -90	-3%	-$9.85K	0.06%	123
2024 Q3	$331K	Buy	3,356 +211	+7%	+$20.6K	0.06%	121
2024 Q2	$324K	Buy	3,145 +108	+4%	+$11.9K	0.06%	115
2024 Q1	$376K	Buy	3,037 +257	+9%	+$27.6K	0.08%	103
2023 Q4	$271K	Buy	+2,780	New	+$250K	0.06%	118

Other funds holding PCAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Advisors Wealth Management's PCAR Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its PACCAR (PCAR) stake by 0.23% in Q2 2026, buying an estimated $708 and bringing the position to 2,660 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #181.

Capital Advisors Wealth Management first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

Capital Advisors Wealth Management held 2,660 shares of PACCAR worth $320K as of Q2 2026.
Capital Advisors Wealth Management bought 6 PACCAR shares in Q2 2026, an estimated $708.
PACCAR made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #181 holding.
Capital Advisors Wealth Management first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
Capital Advisors Wealth Management's PACCAR position peaked at $376K in Q1 2024.
1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.