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PCAR icon

Heritage Trust’s PACCAR PCAR Stock Holding History

Heritage Trust’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 		$7.19M Sell
62,223
-213
-0.3% -$25.8K 0.72% 38
2025
Q4 		$6.84M Buy
62,436
+7,122
+13% +$730K 0.7% 36
2025
Q3 		$5.44M Buy
55,314
+16,378
+42% +$1.62M 0.58% 46
2025
Q2 		$3.7M Buy
38,936
+14,641
+60% +$1.35M 0.43% 63
2025
Q1 		$2.37M Sell
24,295
-307
-1% -$32.4K 0.29% 93
2024
Q4 		$2.56M Buy
+24,602
New +$2.69M 0.3% 87
2024
Q2 		$2.61M Sell
25,395
-935
-4% -$103K 0.34% 80
2024
Q1 		$3.26M Sell
26,330
-390
-1% -$41.9K 0.44% 66
2023
Q4 		$2.61M Sell
26,720
-264
-1% -$23.7K 0.37% 75
2023
Q3 		$2.29M Sell
26,984
-391
-1% -$33.3K 0.36% 76
2023
Q2 		$2.29M Sell
27,375
-218
-0.8% -$16.1K 0.34% 83
2023
Q1 		$2.02M Sell
27,593
-694
-2% -$49.7K 0.32% 87
2022
Q4 		$1.87M Sell
28,287
-221
-0.8% -$14.4K 0.3% 91
2022
Q3 		$1.59M Sell
28,508
-7
-0% -$407 0.28% 96
2022
Q2 		$1.57M Sell
28,515
-492
-2% -$27.7K 0.26% 99
2022
Q1 		$1.7M Sell
29,007
-167
-0.6% -$10.2K 0.24% 106
2021
Q4 		$1.72M Sell
29,174
-765
-3% -$44.2K 0.22% 106
2021
Q3 		$1.57M Sell
29,939
-234
-0.8% -$13K 0.22% 108
2021
Q2 		$1.79M Sell
30,173
-1,371
-4% -$84K 0.26% 96
2021
Q1 		$1.95M Buy
31,544
+1,044
+3% +$65.2K 0.3% 92
2020
Q4 		$1.75M Buy
30,500
+6,204
+26% +$364K 0.28% 87
2020
Q3 		$1.38M Sell
24,296
-250
-1% -$14K 0.26% 92
2020
Q2 		$1.23M Sell
24,546
-29
-0.1% -$1.36K 0.24% 93
2020
Q1 		$1M Sell
24,575
-225
-0.9% -$10.6K 0.25% 92
2019
Q4 		$1.31M Buy
24,800
+330
+1% +$17K 0.26% 90
2019
Q3 		$1.14M Sell
24,470
-240
-1% -$10.9K 0.25% 92
2019
Q2 		$1.18M Sell
24,710
-1,140
-4% -$53K 0.26% 89
2019
Q1 		$1.17M Buy
+25,850
New +$1.12M 0.27% 87

Other funds holding PCAR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Trust's PCAR Position: Q1 2026 in Review

Heritage Trust reduced its PACCAR (PCAR) stake by 0.34% in Q1 2026, selling an estimated $25.8K and leaving 62,223 shares worth $7.19M. The position accounts for 0.72% of the portfolio, ranked #38.

Heritage Trust first reported a position in PCAR in Q1 2019 and has held it in 28 quarters since. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Heritage Trust held 62,223 shares of PACCAR worth $7.19M as of Q1 2026.
  • Heritage Trust sold 213 PACCAR shares in Q1 2026, an estimated $25.8K.
  • PACCAR made up 0.72% of Heritage Trust's portfolio in Q1 2026, its #38 holding.
  • Heritage Trust first reported a position in PACCAR in Q1 2019 and has held it in 28 quarters since.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.