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Meridian Wealth Management’s PACCAR PCAR Stock Holding History

Meridian 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
2025
Q3 		– Sell
-4,052
Closed -$385K – 722
2025
Q2 		$385K Sell
4,052
-146
-3% -$13.5K 0.02% 511
2025
Q1 		$409K Buy
4,198
+407
+11% +$42.9K 0.02% 457
2024
Q4 		$394K Buy
3,791
+403
+12% +$44.1K 0.02% 468
2024
Q3 		$334K Buy
+3,388
New +$331K 0.02% 492
2024
Q2 		– Sell
-3,131
Closed -$388K – 472
2024
Q1 		$388K Sell
3,131
-237
-7% -$25.5K 0.06% 153
2023
Q4 		$329K Sell
3,368
-3,300
-49% -$296K 0.02% 482
2023
Q3 		$567K Buy
6,668
+3,361
+102% +$286K 0.03% 341
2023
Q2 		$277K Buy
+3,307
New +$245K 0.02% 455
2019
Q3 		– Sell
-900
Closed -$430 – 396
2019
Q2 		$430 Buy
+900
New +$41.8K 0.02% 393

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return