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Montag & Associates’s PACCAR PCAR Stock Holding History

Montag & Associates’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 		– Sell
-185
Closed -$21.4K – 980
2026
Q1 		$21.4K Buy
+185
New +$22.4K ﹤0.01% 677
2025
Q4 		– Sell
-24
Closed -$2.36K – 1105
2025
Q3 		$2.36K Buy
+24
New +$2.37K ﹤0.01% 899
2025
Q1 		– Sell
-150
Closed -$16.1K – 1027
2024
Q4 		$16.1K Hold
150
– – ﹤0.01% 735
2024
Q3 		$14.8K Sell
150
-20,444
-99% -$2M ﹤0.01% 763
2024
Q2 		$2.12M Buy
20,594
+1,583
+8% +$174K 0.11% 157
2024
Q1 		$2.36M Sell
19,011
-1
-0% -$107 0.12% 158
2023
Q4 		$1.92M Buy
19,012
+2,508
+15% +$225K 0.11% 163
2023
Q3 		$1.4M Buy
16,504
+1,862
+13% +$158K 0.09% 180
2023
Q2 		$1.22M Sell
14,642
-57
-0.4% -$4.22K 0.08% 185
2023
Q1 		$1.08M Sell
14,699
-1,003
-6% -$71.8K 0.07% 202
2022
Q4 		$1.06M Sell
15,702
-6,285
-29% -$411K 0.07% 196
2022
Q3 		$1.23M Buy
+21,987
New +$1.28M 0.09% 184
2022
Q1 		– Sell
-267
Closed -$16K – 876
2021
Q4 		$16K Buy
+267
New +$15.4K ﹤0.01% 696
2014
Q4 		– Sell
-9,750
Closed -$370K – 250
2014
Q3 		$370K Hold
9,750
– – 0.06% 194
2014
Q2 		$408K Hold
9,750
– – 0.07% 193
2014
Q1 		$438K Hold
9,750
– – 0.07% 170
2013
Q4 		$385K Hold
9,750
– – 0.07% 175
2013
Q3 		$362K Sell
9,750
-375
-4% -$13.9K 0.07% 172
2013
Q2 		$362K Buy
+10,125
New +$349K 0.07% 166

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Montag & Associates's PCAR Position: Q2 2026 in Review

Montag & Associates sold out of PACCAR (PCAR) in Q2 2026, closing a stake of 185 shares — an estimated $21.4K sold.

Montag & Associates first reported a position in PCAR in Q2 2013 and held it in 19 quarters. The position peaked at $2.36M in Q1 2024. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Montag & Associates reported no remaining PACCAR position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 185 PACCAR shares in Q2 2026, an estimated $21.4K.
  • Montag & Associates first reported a position in PACCAR in Q2 2013 and held it in 19 quarters.
  • Montag & Associates's PACCAR position peaked at $2.36M in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.