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 Q3	$873K	Sell	7,950 -600	-7%	-$75.1K	0.29%	81
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Lodestone Wealth Management's PCAR Position: Q3 2026 in Review

Lodestone Wealth Management reduced its PACCAR (PCAR) stake by 7% in Q3 2026, selling an estimated $75.1K and leaving 7,950 shares worth $873K. The position accounts for 0.29% of the portfolio, ranked #81.

Lodestone Wealth Management first reported a position in PCAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.73M in Q1 2024. 887 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

Lodestone Wealth Management held 7,950 shares of PACCAR worth $873K as of Q3 2026.
Lodestone Wealth Management sold 600 PACCAR shares in Q3 2026, an estimated $75.1K.
PACCAR made up 0.29% of Lodestone Wealth Management's portfolio in Q3 2026, its #81 holding.
Lodestone Wealth Management first reported a position in PACCAR in Q4 2022 and has held it in 16 quarters since.
Lodestone Wealth Management's PACCAR position peaked at $2.73M in Q1 2024.
887 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.