Carson Wealth (CWM LLC)’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.8M | Sell |
249,041
-10,814
| -4% | -$1.31M | 0.08% | 243 |
|
|
2025
Q4 | $28.5M | Sell |
259,855
-1,122
| -0.4% | -$115K | 0.08% | 227 |
|
|
2025
Q3 | $25.7M | Buy |
260,977
+7,604
| +3% | +$750K | 0.08% | 220 |
|
|
2025
Q2 | $24.1M | Buy |
253,373
+5,344
| +2% | +$494K | 0.08% | 207 |
|
|
2025
Q1 | $24.2M | Sell |
248,029
-4,638
| -2% | -$489K | 0.1% | 199 |
|
|
2024
Q4 | $26.3M | Sell |
252,667
-9,699
| -4% | -$1.06M | 0.11% | 166 |
|
|
2024
Q3 | $25.9M | Sell |
262,366
-8,480
| -3% | -$829K | 0.11% | 170 |
|
|
2024
Q2 | $27.9M | Sell |
270,846
-25,979
| -9% | -$2.86M | 0.13% | 145 |
|
|
2024
Q1 | $36.8M | Sell |
296,825
-39,774
| -12% | -$4.27M | 0.18% | 115 |
|
|
2023
Q4 | $32.9M | Sell |
336,599
-40,154
| -11% | -$3.61M | 0.18% | 109 |
|
|
2023
Q3 | $32M | Sell |
376,753
-47,706
| -11% | -$4.06M | 0.2% | 105 |
|
|
2023
Q2 | $35.5M | Sell |
424,459
-39,057
| -8% | -$2.89M | 0.22% | 85 |
|
|
2023
Q1 | $33.9M | Sell |
463,516
-1,705
| -0.4% | -$122K | 0.23% | 88 |
|
|
2022
Q4 | $30.7M | Buy |
465,221
+460,191
| +9,149% | +$30.1M | 0.23% | 93 |
|
|
2022
Q3 | $281K | Buy |
5,030
+2,178
| +76% | +$127K | ﹤0.01% | 927 |
|
|
2022
Q2 | $157K | Buy |
2,852
+155
| +6% | +$8.73K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $158K | Buy |
2,697
+1,453
| +117% | +$88.7K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $73K | Buy |
+1,244
| New | +$71.9K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q1 | $15K | Buy |
+246
| New | +$10.7K | ﹤0.01% | 1929 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$3K | – | 1753 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3.55K | ﹤0.01% | 1114 |
|
|
2017
Q1 | – | Sell |
-117
| Closed | -$5K | – | 1276 |
|
|
2016
Q4 | $5K | Buy |
+117
| New | +$4.72K | ﹤0.01% | 858 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$4K | – | 737 |
|
|
2015
Q3 | $4K | Buy |
+116
| New | +$4.7K | ﹤0.01% | 529 |
|
|
2014
Q1 | – | Sell |
-1,875
| Closed | -$74K | – | 391 |
|
|
2013
Q4 | $74K | Buy |
1,875
+39
| +2% | +$1.48K | 0.01% | 224 |
|
|
2013
Q3 | $68K | Buy |
+1,836
| New | +$68.3K | 0.02% | 167 |
|
Other funds holding PCAR
VCM
VPM
Carson Wealth (CWM LLC)'s PCAR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its PACCAR (PCAR) stake by 4.2% in Q1 2026, selling an estimated $1.31M and leaving 249,041 shares worth $28.8M. The position accounts for 0.08% of the portfolio, ranked #243.
Carson Wealth (CWM LLC) first reported a position in PCAR in Q3 2013 and has held it in 33 quarters since. The position peaked at $36.8M in Q1 2024. 1,081 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.
- Carson Wealth (CWM LLC) held 249,041 shares of PACCAR worth $28.8M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 10,814 PACCAR shares in Q1 2026, an estimated $1.31M.
- PACCAR made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #243 holding.
- Carson Wealth (CWM LLC) first reported a position in PACCAR in Q3 2013 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s PACCAR position peaked at $36.8M in Q1 2024.
- 1,081 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.