Lodestone Wealth Management’s PACCAR PCAR Stock Holding History

Lodestone 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	$1.03M	Sell	8,550 -323	-4%	-$38.1K	0.36%	80
2026 Q1	$1.02M	Sell	8,873 -4,289	-33%	-$519K	0.41%	68
2025 Q4	$1.44M	Sell	13,162 -1,105	-8%	-$113K	0.59%	52
2025 Q3	$1.4M	Sell	14,267 -444	-3%	-$43.8K	0.63%	54
2025 Q2	$1.4M	Sell	14,711 -705	-5%	-$65.1K	0.68%	50
2025 Q1	$1.5M	Sell	15,416 -806	-5%	-$85K	0.8%	45
2024 Q4	$1.69M	Sell	16,222 -2,876	-15%	-$315K	0.85%	42
2024 Q3	$1.88M	Sell	19,098 -1,924	-9%	-$188K	0.94%	36
2024 Q2	$2.16M	Sell	21,022 -1,035	-5%	-$114K	1.14%	31
2024 Q1	$2.73M	Sell	22,057 -711	-3%	-$76.4K	1.43%	22
2023 Q4	$2.22M	Hold	22,768	–	–	1.29%	30
2023 Q3	$1.94M	Hold	22,768	–	–	1.36%	23
2023 Q2	$1.9M	Sell	22,768 -723	-3%	-$53.5K	1.3%	25
2023 Q1	$1.72M	Sell	23,491 -1	-0%	-$72	1.33%	26
2022 Q4	$1.55M	Buy	+23,492	New	+$1.53M	1.25%	31

Other funds holding PCAR

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Lodestone Wealth Management's PCAR Position: Q2 2026 in Review

Lodestone Wealth Management reduced its PACCAR (PCAR) stake by 3.6% in Q2 2026, selling an estimated $38.1K and leaving 8,550 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #80.

Lodestone Wealth Management first reported a position in PCAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.73M in Q1 2024. 396 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

Lodestone Wealth Management held 8,550 shares of PACCAR worth $1.03M as of Q2 2026.
Lodestone Wealth Management sold 323 PACCAR shares in Q2 2026, an estimated $38.1K.
PACCAR made up 0.36% of Lodestone Wealth Management's portfolio in Q2 2026, its #80 holding.
Lodestone Wealth Management first reported a position in PACCAR in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's PACCAR position peaked at $2.73M in Q1 2024.
396 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.