MWM
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Moran Wealth Management’s PACCAR PCAR Stock Holding History

Moran 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
Q1 		$25.6M Sell
221,405
-15,804
-7% -$1.91M 0.78% 18
2025
Q4 		$26M Sell
237,209
-7,878
-3% -$807K 0.8% 21
2025
Q3 		$24.1M Sell
245,087
-4,393
-2% -$433K 0.73% 29
2025
Q2 		$23.7M Buy
249,480
+14,313
+6% +$1.32M 0.73% 27
2025
Q1 		$22.9M Buy
235,167
+52,525
+29% +$5.54M 0.77% 26
2024
Q4 		$19M Sell
182,642
-38,060
-17% -$4.17M 0.61% 45
2024
Q3 		$21.8M Sell
220,702
-74,434
-25% -$7.28M 0.67% 42
2024
Q2 		$30.4M Buy
295,136
+92,186
+45% +$10.2M 1% 16
2024
Q1 		$25.1M Sell
202,950
-5,392
-3% -$579K 0.81% 23
2023
Q4 		$20.3M Sell
208,342
-7,157
-3% -$643K 0.72% 34
2023
Q3 		$18.3M Sell
215,499
-2,746
-1% -$234K 0.71% 41
2023
Q2 		$18.3M Sell
218,245
-7,173
-3% -$531K 0.69% 49
2023
Q1 		$16.5M Buy
225,418
+33,518
+17% +$2.4M 0.62% 60
2022
Q4 		$12.7M Buy
+191,900
New +$12.5M 0.48% 71

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Moran Wealth Management's PCAR Position: Q1 2026 in Review

Moran Wealth Management reduced its PACCAR (PCAR) stake by 6.7% in Q1 2026, selling an estimated $1.91M and leaving 221,405 shares worth $25.6M. The position accounts for 0.78% of the portfolio, ranked #18.

Moran Wealth Management first reported a position in PCAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.4M in Q2 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Moran Wealth Management held 221,405 shares of PACCAR worth $25.6M as of Q1 2026.
  • Moran Wealth Management sold 15,804 PACCAR shares in Q1 2026, an estimated $1.91M.
  • PACCAR made up 0.78% of Moran Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Moran Wealth Management first reported a position in PACCAR in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's PACCAR position peaked at $30.4M in Q2 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.