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Schwarz Dygos Wheeler Investment Advisors’s PACCAR PCAR Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$1.05M Hold
9,071
– – 0.22% 66
2025
Q4 		$993K Hold
9,071
– – 0.21% 75
2025
Q3 		$892K Hold
9,071
– – 0.19% 83
2025
Q2 		$862K Buy
9,071
+49
+0.5% +$4.53K 0.2% 81
2025
Q1 		$878K Hold
9,022
– – 0.21% 74
2024
Q4 		$938K Buy
+9,022
New +$987K 0.23% 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 $315B AUM 27.84% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PCAR Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its PACCAR (PCAR) position steady in Q1 2026 at 9,071 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #66.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PCAR in Q4 2024 and has held it in 6 quarters since. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 9,071 shares of PACCAR worth $1.05M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its PACCAR share count unchanged in Q1 2026.
  • PACCAR made up 0.22% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in PACCAR in Q4 2024 and has held it in 6 quarters since.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.