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Sage Mountain Advisors’s PACCAR PCAR Stock Holding History

Sage Mountain Advisors’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 		– Sell
-3,460
Closed -$379K – 488
2025
Q4 		$379K Buy
3,460
+433
+14% +$44.4K 0.02% 333
2025
Q3 		$298K Buy
3,027
+151
+5% +$14.9K 0.02% 370
2025
Q2 		$273K Buy
2,876
+68
+2% +$6.28K 0.02% 350
2025
Q1 		$273K Buy
2,808
+330
+13% +$34.8K 0.02% 320
2024
Q4 		$258K Buy
+2,478
New +$271K 0.02% 330
2024
Q3 		– Sell
-2,190
Closed -$225K – 497
2024
Q2 		$225K Buy
2,190
+341
+18% +$37.6K 0.02% 315
2024
Q1 		$229K Buy
+1,849
New +$199K 0.02% 296

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

Sage Mountain Advisors's PCAR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 3,460 shares — an estimated $379K sold.

Sage Mountain Advisors first reported a position in PCAR in Q1 2024 and held it in 7 quarters. The position peaked at $379K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,460 PACCAR shares in Q1 2026, an estimated $379K.
  • Sage Mountain Advisors first reported a position in PACCAR in Q1 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's PACCAR position peaked at $379K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.