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Perigon Wealth Management’s PACCAR PCAR Stock Holding History

Perigon 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 		$525K Buy
4,546
+215
+5% +$26K 0.01% 785
2025
Q4 		$474K Sell
4,331
-1,860
-30% -$191K 0.01% 826
2025
Q3 		$609K Buy
6,191
+87
+1% +$8.58K 0.01% 671
2025
Q2 		$580K Sell
6,104
-577
-9% -$53.3K 0.01% 628
2025
Q1 		$650K Sell
6,681
-101
-1% -$10.7K 0.02% 566
2024
Q4 		$742K Buy
6,782
+3,963
+141% +$434K 0.02% 523
2024
Q3 		$278K Sell
2,819
-59
-2% -$5.77K 0.01% 822
2024
Q2 		$296K Buy
2,878
+221
+8% +$24.4K 0.01% 696
2024
Q1 		$329K Sell
2,657
-240
-8% -$25.8K 0.01% 659
2023
Q4 		$283K Sell
2,897
-276
-9% -$24.8K 0.01% 674
2023
Q3 		$270K Buy
3,173
+703
+28% +$59.8K 0.01% 626
2023
Q2 		$207K Buy
+2,470
New +$183K 0.01% 725
2021
Q1 		– Sell
-1,014
Closed -$58K – 877
2020
Q4 		$58K Buy
+1,014
New +$59.6K 0.01% 701

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

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

Perigon Wealth Management increased its PACCAR (PCAR) stake by 5% in Q1 2026, buying an estimated $26K and bringing the position to 4,546 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #785.

Perigon Wealth Management first reported a position in PCAR in Q4 2020 and has held it in 13 quarters since. The position peaked at $742K in Q4 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Perigon Wealth Management held 4,546 shares of PACCAR worth $525K as of Q1 2026.
  • Perigon Wealth Management bought 215 PACCAR shares in Q1 2026, an estimated $26K.
  • PACCAR made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #785 holding.
  • Perigon Wealth Management first reported a position in PACCAR in Q4 2020 and has held it in 13 quarters since.
  • Perigon Wealth Management's PACCAR position peaked at $742K in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.