Evermay Wealth Management’s PACCAR PCAR Stock Holding History

Evermay 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 Q1	–	Sell	-183	Closed	-$20.3K	–	614
2025 Q4	$20.3K	Sell	183 -32	-15%	-$3.28K	﹤0.01%	387
2025 Q3	$21.1K	Hold	215	–	–	﹤0.01%	388
2025 Q2	$20.4K	Hold	215	–	–	﹤0.01%	388
2025 Q1	$20.9K	Hold	215	–	–	﹤0.01%	384
2024 Q4	$23K	Hold	215	–	–	﹤0.01%	374
2024 Q3	$21.2K	Sell	215 -401	-65%	-$39.2K	﹤0.01%	395
2024 Q2	$63.4K	Hold	616	–	–	0.01%	325
2024 Q1	$76.3K	Sell	616 -5	-0.8%	-$537	0.01%	312
2023 Q4	$62.6K	Buy	621 +5	+0.8%	+$449	0.01%	306
2023 Q3	$52.4K	Hold	616	–	–	0.01%	297
2023 Q2	$51.5K	Hold	616	–	–	0.01%	309
2023 Q1	$45.1K	Sell	616 -1	-0.2%	-$72	0.01%	308
2022 Q4	$41.8K	Buy	+617	New	+$40.3K	0.01%	309
2022 Q1	–	Sell	-2,895	Closed	-$170K	–	566
2021 Q4	$170K	Hold	2,895	–	–	0.03%	185
2021 Q3	$152K	Hold	2,895	–	–	0.03%	183
2021 Q2	$172K	Buy	+2,895	New	+$177K	0.03%	187

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Evermay Wealth Management's PCAR Position: Q1 2026 in Review

Evermay Wealth Management sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 183 shares — an estimated $20.3K sold.

Evermay Wealth Management first reported a position in PCAR in Q2 2021 and held it in 16 quarters. The position peaked at $172K in Q2 2021. 1,083 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Evermay Wealth Management reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 183 PACCAR shares in Q1 2026, an estimated $20.3K.
Evermay Wealth Management first reported a position in PACCAR in Q2 2021 and held it in 16 quarters.
Evermay Wealth Management's PACCAR position peaked at $172K in Q2 2021.
1,083 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.