Merriman Wealth Management’s PACCAR PCAR Stock Holding History

Merriman 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
2024 Q4	$593K	Sell	5,564 -673	-11%	-$73.7K	0.02%	123
2024 Q3	$615K	Buy	6,237 +720	+13%	+$70.4K	0.03%	131
2024 Q2	$568K	Buy	5,517 +29	+0.5%	+$3.2K	0.02%	132
2024 Q1	$680K	Buy	5,488 +72	+1%	+$7.74K	0.03%	119
2023 Q4	$544K	Sell	5,416 -1,471	-21%	-$132K	0.03%	122
2023 Q3	$586K	Buy	6,887 +30	+0.4%	+$2.55K	0.03%	108
2023 Q2	$574K	Buy	6,857 +18	+0.3%	+$1.33K	0.03%	129
2023 Q1	$501K	Buy	+6,839	New	+$489K	0.03%	130
2017 Q1	–	Sell	-68,177	Closed	-$2.9M	–	143
2016 Q4	$2.9M	Sell	68,177 -8,172	-11%	-$330K	0.79%	30
2016 Q3	$2.99M	Sell	76,349 -1,744	-2%	-$66.4K	0.62%	50
2016 Q2	$2.7M	Buy	+78,093	New	+$2.87M	0.76%	37

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 $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merriman Wealth Management's PCAR Position: Q4 2024 in Review

Merriman Wealth Management reduced its PACCAR (PCAR) stake by 11% in Q4 2024, selling an estimated $73.7K and leaving 5,564 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #123.

Merriman Wealth Management first reported a position in PCAR in Q2 2016 and has held it in 11 quarters since. The position peaked at $2.99M in Q3 2016. 1,013 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

Merriman Wealth Management held 5,564 shares of PACCAR worth $593K as of Q4 2024.
Merriman Wealth Management sold 673 PACCAR shares in Q4 2024, an estimated $73.7K.
PACCAR made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #123 holding.
Merriman Wealth Management first reported a position in PACCAR in Q2 2016 and has held it in 11 quarters since.
Merriman Wealth Management's PACCAR position peaked at $2.99M in Q3 2016.
1,013 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.