PCAR — PACCAR INC

Ownership history in Lifeworks Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in PACCAR INC (PCAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.3% (2024 Q1)
Avg. % of fund
0.94%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,411 +9,070 +13.7% 1.07% $8.3M $109.23
2025 Q3 ADDED 66,341 +6,152 +10.2% 0.87% $6.5M $96.51
2025 Q2 ADDED 60,189 +10,126 +20.2% 0.85% $5.7M $93.00
2025 Q1 ADDED 50,063 +4,482 +9.8% 0.81% $4.9M $94.93
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% of Fund (quarterly)    PCAR price (monthly, adj. close)

Other funds also holding PCAR

As of 2025 Q4 — sorted by position size

Clarius Group, LLC 3Y 7Y 15.16% First Washington CORP 3Y 7Y 11.08% FIDUCIENT ADVISORS LLC 3Y 7Y 5.03% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.37% MCDANIEL TERRY & CO 3Y 7Y 3.58% Paradiem, LLC 3Y 2.99% Madison Asset Management, LLC 3Y 2.87% Peak Asset Management, LLC 3Y 7Y 2.75% Lakeside Advisors, INC. 3Y 2.38% NORRIS PERNE & FRENCH LLP/MI 3Y 7Y 2.3%
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