VWM
PCAR icon

Venturi Wealth Management’s PACCAR PCAR Stock Holding History

Venturi Wealth Management’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
-4,385
Closed -$480K – 650
2025
Q4 		$480K Buy
4,385
+940
+27% +$96.3K 0.02% 354
2025
Q3 		$339K Sell
3,445
-1,762
-34% -$174K 0.02% 415
2025
Q2 		$495K Sell
5,207
-886
-15% -$81.8K 0.02% 327
2025
Q1 		$593K Sell
6,093
-386
-6% -$40.7K 0.03% 301
2024
Q4 		$674K Buy
6,479
+712
+12% +$77.9K 0.03% 274
2024
Q3 		$569K Buy
5,767
+1,899
+49% +$186K 0.03% 268
2024
Q2 		$398K Buy
3,868
+3,607
+1,382% +$398K 0.02% 310
2024
Q1 		$32.3K Buy
261
+4
+2% +$430 ﹤0.01% 604
2023
Q4 		$25.2K Buy
257
+22
+9% +$1.98K ﹤0.01% 640
2023
Q3 		$20K Buy
235
+202
+612% +$17.2K ﹤0.01% 622
2023
Q2 		$2.76K Buy
33
+9
+38% +$666 ﹤0.01% 858
2023
Q1 		$1.76K Buy
+24
New +$1.72K ﹤0.01% 1033
2017
Q2 		– Sell
-16,500
Closed -$706K – 203
2017
Q1 		$706K Hold
16,500
– – 0.16% 110
2016
Q4 		$703K Hold
16,500
– – 0.2% 97
2016
Q3 		$647K Buy
16,500
+3,000
+22% +$114K 0.21% 85
2016
Q2 		$467K Buy
+13,500
New +$496K 0.16% 102

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

Venturi Wealth Management's PCAR Position: Q1 2026 in Review

Venturi Wealth Management sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 4,385 shares — an estimated $480K sold.

Venturi Wealth Management first reported a position in PCAR in Q2 2016 and held it in 16 quarters. The position peaked at $706K in Q1 2017. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Venturi Wealth Management reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 4,385 PACCAR shares in Q1 2026, an estimated $480K.
  • Venturi Wealth Management first reported a position in PACCAR in Q2 2016 and held it in 16 quarters.
  • Venturi Wealth Management's PACCAR position peaked at $706K in Q1 2017.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.