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Lifeworks Advisors’s PACCAR PCAR Stock Holding History

Lifeworks Advisors’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 		$8M Sell
69,282
-6,129
-8% -$741K 1.03% 22
2025
Q4 		$8.26M Buy
75,411
+9,070
+14% +$929K 1.07% 17
2025
Q3 		$6.52M Buy
66,341
+6,152
+10% +$607K 0.87% 33
2025
Q2 		$5.72M Buy
60,189
+10,126
+20% +$935K 0.85% 32
2025
Q1 		$4.87M Buy
50,063
+4,482
+10% +$473K 0.81% 34
2024
Q4 		$4.74M Buy
45,581
+3,924
+9% +$429K 0.86% 35
2024
Q3 		$4.11M Buy
41,657
+6,439
+18% +$630K 0.81% 36
2024
Q2 		$3.63M Sell
35,218
-2,364
-6% -$261K 1.01% 28
2024
Q1 		$4.66M Buy
37,582
+2,421
+7% +$260K 1.3% 22
2023
Q4 		$3.43M Sell
35,161
-1,059
-3% -$95.1K 1.18% 26
2023
Q3 		$3.08M Buy
36,220
+2,473
+7% +$210K 1.2% 25
2023
Q2 		$2.82M Buy
33,747
+11,180
+50% +$827K 1.2% 26
2023
Q1 		$1.65M Sell
22,567
-3,949
-15% -$283K 0.78% 41
2022
Q4 		$1.75M Buy
26,516
+101
+0.4% +$6.6K 0.99% 30
2022
Q3 		$1.71M Buy
26,415
+2,727
+12% +$159K 0.97% 29
2022
Q2 		$1.3M Buy
23,688
+3,111
+15% +$175K 0.82% 32
2022
Q1 		$1.21M Buy
20,577
+9,204
+81% +$562K 0.8% 37
2021
Q4 		$669K Buy
+11,373
New +$657K 0.53% 57

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

Lifeworks Advisors's PCAR Position: Q1 2026 in Review

Lifeworks Advisors reduced its PACCAR (PCAR) stake by 8.1% in Q1 2026, selling an estimated $741K and leaving 69,282 shares worth $8M. The position accounts for 1.03% of the portfolio, ranked #22.

Lifeworks Advisors first reported a position in PCAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.26M in Q4 2025. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Lifeworks Advisors held 69,282 shares of PACCAR worth $8M as of Q1 2026.
  • Lifeworks Advisors sold 6,129 PACCAR shares in Q1 2026, an estimated $741K.
  • PACCAR made up 1.03% of Lifeworks Advisors's portfolio in Q1 2026, its #22 holding.
  • Lifeworks Advisors first reported a position in PACCAR in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's PACCAR position peaked at $8.26M in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.