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Sowell Financial Services’s PACCAR PCAR Stock Holding History

Sowell Financial 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
Q2 		$1.13M Buy
9,419
+297
+3% +$35K 0.04% 430
2026
Q1 		$1.05M Sell
9,122
-51
-0.6% -$6.17K 0.04% 423
2025
Q4 		$1M Sell
9,173
-192
-2% -$19.7K 0.04% 433
2025
Q3 		$921K Sell
9,365
-155
-2% -$15.3K 0.04% 449
2025
Q2 		$905K Sell
9,520
-8,598
-47% -$794K 0.04% 438
2025
Q1 		$1.76M Sell
18,118
-2,996
-14% -$316K 0.08% 265
2024
Q4 		$2.2M Buy
21,114
+587
+3% +$64.2K 0.12% 198
2024
Q3 		$2.03M Sell
20,527
-69
-0.3% -$6.75K 0.09% 233
2024
Q2 		$2.12M Buy
20,596
+221
+1% +$24.4K 0.1% 208
2024
Q1 		$2.52M Buy
20,375
+721
+4% +$77.5K 0.12% 183
2023
Q4 		$1.98M Sell
19,654
-320
-2% -$28.7K 0.11% 210
2023
Q3 		$1.7M Buy
19,974
+347
+2% +$29.5K 0.11% 219
2023
Q2 		$1.64M Buy
19,627
+1,782
+10% +$132K 0.09% 250
2023
Q1 		$1.31M Sell
17,845
-3,250
-15% -$233K 0.1% 242
2022
Q4 		$1.41M Buy
21,095
+3,137
+17% +$205K 0.09% 247
2022
Q3 		$1M Sell
17,958
-1,382
-7% -$80.3K 0.1% 237
2022
Q2 		$1.06M Buy
+19,340
New +$1.09M 0.1% 159
2021
Q3 		– Sell
-18,977
Closed -$1.13M – 536
2021
Q2 		$1.13M Buy
18,977
+77
+0.4% +$4.72K 0.07% 284
2021
Q1 		$1.18M Sell
18,900
-1,157
-6% -$72.3K 0.04% 365
2020
Q4 		$1.15M Buy
20,057
+1,296
+7% +$76.1K 0.05% 295
2020
Q3 		$1.07M Buy
18,761
+15
+0.1% +$841 0.05% 282
2020
Q2 		$935K Sell
18,746
-676
-3% -$31.6K 0.05% 291
2020
Q1 		$791K Buy
19,422
+142
+0.7% +$6.68K 0.06% 289
2019
Q4 		$1.02M Buy
19,280
+5,522
+40% +$284K 0.08% 260
2019
Q3 		$642K Buy
+13,758
New +$628K 0.05% 341
2019
Q1 		$649K Buy
14,288
+132
+0.9% +$5.74K 0.07% 267
2018
Q4 		$539K Sell
14,156
-10,146
-42% -$405K 0.08% 257
2018
Q3 		$1.1M Buy
+24,302
New +$1.07M 0.16% 111

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

Sowell Financial Services's PCAR Position: Q2 2026 in Review

Sowell Financial Services increased its PACCAR (PCAR) stake by 3.3% in Q2 2026, buying an estimated $35K and bringing the position to 9,419 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #430.

Sowell Financial Services first reported a position in PCAR in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.52M in Q1 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Sowell Financial Services held 9,419 shares of PACCAR worth $1.13M as of Q2 2026.
  • Sowell Financial Services bought 297 PACCAR shares in Q2 2026, an estimated $35K.
  • PACCAR made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #430 holding.
  • Sowell Financial Services first reported a position in PACCAR in Q3 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's PACCAR position peaked at $2.52M in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.