Pinnacle Wealth Planning Services’s PACCAR PCAR Stock Holding History

Pinnacle Wealth Planning Services’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	$238K	Buy	2,057 +31	+2%	+$3.75K	0.02%	417
2025 Q4	$222K	Buy	+2,026	New	+$208K	0.02%	436
2024 Q4	–	Sell	-2,430	Closed	-$240K	–	520
2024 Q3	$240K	Buy	2,430 +7	+0.3%	+$684	0.03%	381
2024 Q2	$249K	Hold	2,423	–	–	0.04%	345
2024 Q1	$300K	Sell	2,423 -19	-0.8%	-$2.04K	0.04%	294
2023 Q4	$238K	Sell	2,442 -10	-0.4%	-$898	0.04%	334
2023 Q3	$208K	Sell	2,452 -1	-0%	-$85	0.03%	353
2023 Q2	$205K	Buy	+2,453	New	+$181K	0.03%	381
2021 Q1	–	Sell	-1,706	Closed	-$98K	–	1483
2020 Q4	$98K	Buy	+1,706	New	+$100K	0.02%	475

Other funds holding PCAR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's PCAR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its PACCAR (PCAR) stake by 1.5% in Q1 2026, buying an estimated $3.75K and bringing the position to 2,057 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #417.

Pinnacle Wealth Planning Services first reported a position in PCAR in Q4 2020 and has held it in 9 quarters since. The position peaked at $300K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Pinnacle Wealth Planning Services held 2,057 shares of PACCAR worth $238K as of Q1 2026.
Pinnacle Wealth Planning Services bought 31 PACCAR shares in Q1 2026, an estimated $3.75K.
PACCAR made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #417 holding.
Pinnacle Wealth Planning Services first reported a position in PACCAR in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's PACCAR position peaked at $300K in Q1 2024.
1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.