PCAR PACCAR INC

Ownership history in Moran Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported PACCAR INC (PCAR) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2024 Q2. The latest visible filing shows PCAR at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in PACCAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCAR was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moran Wealth Management, LLC held PCAR — position size vs. price
% of Fund (quarterly)    PCAR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 237,209 -7,878 -3.2% 0.80% $26.0M 2026-02-14 (Est.) $127.00
2025 Q3 REDUCED 245,087 -4,393 -1.8% 0.73% $24.1M 2025-10-23 $97.55
2025 Q2 ADDED 249,480 +14,313 +6.1% 0.73% $23.7M 2025-07-28 $98.46
2025 Q1 ADDED 235,167 +52,525 +28.8% 0.77% $22.9M 2025-04-23 $86.85
2024 Q4 REDUCED 182,642 -38,060 -17.2% 0.61% $19.0M 2025-02-07 $103.05
2024 Q3 REDUCED 220,702 -74,434 -25.2% 0.67% $21.8M 2024-11-08 $107.79
2024 Q2 ADDED 295,136 +92,186 +45.4% 1.00% $30.4M 2024-08-13 $87.06
2024 Q1 REDUCED 202,950 -5,392 -2.6% 0.81% $25.1M 2024-05-15 $101.53
2023 Q4 REDUCED 208,342 -7,157 -3.3% 0.72% $20.3M 2024-02-08 $98.68
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moran Wealth Management, LLC and PCAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning PCAR?

Moran Wealth Management, LLC reported PCAR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PCAR position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PCAR was 1.00% in 2024 Q2.

What is the latest reported PCAR position on this page?

The most recent filing on this page is 2025 Q4, when Moran Wealth Management, LLC reported 237,209 shares, equal to 0.80% of portfolio, with an estimated market value of $26.0M.

What does the chart on this PCAR ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly PCAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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