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Forum Financial Management’s PACCAR PCAR Stock Holding History

Forum Financial 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 		$500K Buy
4,166
+8
+0.2% +$944 0.01% 212
2026
Q1 		$480K Sell
4,158
-10,073
-71% -$1.22M 0.01% 204
2025
Q4 		$1.56M Buy
14,231
+893
+7% +$91.5K 0.02% 168
2025
Q3 		$1.31M Sell
13,338
-570
-4% -$56.2K 0.02% 193
2025
Q2 		$1.32M Buy
13,908
+3,312
+31% +$306K 0.02% 176
2025
Q1 		$1.03M Buy
10,596
+735
+7% +$77.5K 0.02% 200
2024
Q4 		$1.03M Sell
9,861
-554
-5% -$60.6K 0.02% 206
2024
Q3 		$1.03M Buy
10,415
+52
+0.5% +$5.08K 0.02% 186
2024
Q2 		$1.07M Buy
10,363
+4,244
+69% +$468K 0.02% 169
2024
Q1 		$758K Buy
6,119
+40
+0.7% +$4.3K 0.01% 234
2023
Q4 		$594K Buy
6,079
+1,500
+33% +$135K 0.01% 249
2023
Q3 		$389K Hold
4,579
– – 0.01% 344
2023
Q2 		$383K Sell
4,579
-6
-0.1% -$444 0.01% 363
2023
Q1 		$336K Sell
4,585
-55
-1% -$3.94K 0.01% 368
2022
Q4 		$306K Sell
4,640
-37
-0.8% -$2.42K 0.01% 387
2022
Q3 		$261K Hold
4,677
– – 0.01% 393
2022
Q2 		$257K Sell
4,677
-795
-15% -$44.8K 0.01% 416
2022
Q1 		$321K Hold
5,472
– – 0.02% 360
2021
Q4 		$322K Buy
+5,472
New +$316K 0.02% 384

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

Forum Financial Management's PCAR Position: Q2 2026 in Review

Forum Financial Management increased its PACCAR (PCAR) stake by 0.19% in Q2 2026, buying an estimated $944 and bringing the position to 4,166 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #212.

Forum Financial Management first reported a position in PCAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2025. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Forum Financial Management held 4,166 shares of PACCAR worth $500K as of Q2 2026.
  • Forum Financial Management bought 8 PACCAR shares in Q2 2026, an estimated $944.
  • PACCAR made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #212 holding.
  • Forum Financial Management first reported a position in PACCAR in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's PACCAR position peaked at $1.56M in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.