LM Advisors’s PACCAR PCAR Stock Holding History

LM 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
2025 Q2	–	Sell	-7,762	Closed	-$756K	–	221
2025 Q1	$756K	Sell	7,762 -1,787	-19%	-$188K	0.14%	116
2024 Q4	$1.02M	Buy	+9,549	New	+$1.05M	0.18%	85

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LM Advisors's PCAR Position: Q2 2025 in Review

LM Advisors sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 7,762 shares — an estimated $756K sold.

LM Advisors first reported a position in PCAR in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q4 2024. 967 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

LM Advisors reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 7,762 PACCAR shares in Q2 2025, an estimated $756K.
LM Advisors first reported a position in PACCAR in Q4 2024 and held it in 2 quarters.
LM Advisors's PACCAR position peaked at $1.02M in Q4 2024.
967 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.