PWMG
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Private Wealth Management Group’s PACCAR PCAR Stock Holding History

Private Wealth Management Group’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 		$33.9K Sell
282
-1
-0.4% -$118 0.01% 277
2026
Q1 		$32.7K Hold
283
– – 0.01% 249
2025
Q4 		$31K Hold
283
– – 0.01% 253
2025
Q3 		$27.8K Buy
283
+211
+293% +$20.8K 0.01% 265
2025
Q2 		$6.84K Hold
72
– – ﹤0.01% 628
2025
Q1 		$7.01K Hold
72
– – ﹤0.01% 594
2024
Q4 		$7.49K Hold
72
– – ﹤0.01% 585
2024
Q3 		$7.11K Buy
72
+2
+3% +$196 ﹤0.01% 583
2024
Q2 		$7.21K Hold
70
– – ﹤0.01% 559
2024
Q1 		$8.67K Hold
70
– – ﹤0.01% 451
2023
Q4 		$6.84K Buy
+70
New +$6.29K ﹤0.01% 513

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's PCAR Position: Q2 2026 in Review

Private Wealth Management Group reduced its PACCAR (PCAR) stake by 0.35% in Q2 2026, selling an estimated $118 and leaving 282 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #277.

Private Wealth Management Group first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Private Wealth Management Group held 282 shares of PACCAR worth $33.9K as of Q2 2026.
  • Private Wealth Management Group sold 1 PACCAR share in Q2 2026, an estimated $118.
  • PACCAR made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #277 holding.
  • Private Wealth Management Group first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.