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Paccar shares owned by HB Wealth Management

Quarter-by-quarter ownership of Paccar (PCAR) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Paccar

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All positions including Paccar held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paccar by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 36k 104.02
2024-09-30 $3.2M 33k 98.68
2024-06-30 $3.1M 31k 102.94
2024-03-31 $2.9M 23k 123.89
2023-12-31 $566k 5.8k 97.65
2023-09-30 $425k 5.0k 85.02
2023-06-30 $302k 3.6k 83.65
2023-03-31 $261k 3.6k 73.20

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Paccar

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Bank of America Corporation
Geode Capital Management
Massachusetts Financial Services
FMR
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Kovitz Investment Group Partners
Fisher Investments
Norges Bank Investment Management

View all funds holding Paccar