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Institute for Wealth Management’s PACCAR PCAR Stock Holding History

Institute for 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 		$325K Buy
2,703
+421
+18% +$49.7K 0.03% 411
2026
Q1 		$264K Sell
2,282
-40
-2% -$4.84K 0.03% 457
2025
Q4 		$254K Hold
2,322
– – 0.03% 476
2025
Q3 		$228K Hold
2,322
– – 0.02% 519
2025
Q2 		$221K Sell
2,322
-1,383
-37% -$128K 0.02% 516
2025
Q1 		$361K Hold
3,705
– – 0.05% 370
2024
Q4 		$385K Hold
3,705
– – 0.05% 345
2024
Q3 		$366K Hold
3,705
– – 0.05% 366
2024
Q2 		$381K Buy
3,705
+989
+36% +$109K 0.05% 337
2024
Q1 		$336K Hold
2,716
– – 0.04% 364
2023
Q4 		$265K Sell
2,716
-64
-2% -$5.75K 0.04% 397
2023
Q3 		$236K Hold
2,780
– – 0.04% 400
2023
Q2 		$233K Hold
2,780
– – 0.04% 412
2023
Q1 		$203K Buy
+2,780
New +$199K 0.04% 431
2019
Q2 		– Sell
-4,512
Closed -$205K – 491
2019
Q1 		$205K Buy
+4,512
New +$196K 0.04% 411
2018
Q1 		– Sell
-4,589
Closed -$217K – 361
2017
Q4 		$217K Buy
+4,589
New +$217K 0.05% 348
2017
Q3 		– Sell
-4,575
Closed -$201K – 353
2017
Q2 		$201K Buy
+4,575
New +$198K 0.06% 377

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

Institute for Wealth Management's PCAR Position: Q2 2026 in Review

Institute for Wealth Management increased its PACCAR (PCAR) stake by 18% in Q2 2026, buying an estimated $49.7K and bringing the position to 2,703 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #411.

Institute for Wealth Management first reported a position in PCAR in Q2 2017 and has held it in 17 quarters since. The position peaked at $385K in Q4 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Institute for Wealth Management held 2,703 shares of PACCAR worth $325K as of Q2 2026.
  • Institute for Wealth Management bought 421 PACCAR shares in Q2 2026, an estimated $49.7K.
  • PACCAR made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Institute for Wealth Management first reported a position in PACCAR in Q2 2017 and has held it in 17 quarters since.
  • Institute for Wealth Management's PACCAR position peaked at $385K in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.