PCAR — PACCAR INC COM Common

Ownership history in Obermeyer Wealth Partners  ·  5 quarters on record

This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in PACCAR INC COM Common (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
0.02% (2024 Q4)
Avg. % of fund
0.02%
First filed
2009 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,069 — 0% 0.02% $400K $96.51
2025 Q2 REDUCED 4,069 -5 -0.1% 0.02% $387K $93.00
2025 Q1 REDUCED 4,074 -10 -0.2% 0.02% $397K $94.93
2024 Q4 ADDED 4,084 +3,463 +557.6% 0.02% $425K $101.10
2009 Q2 INITIATED 621 — — 0.01% $13K $12.32
% 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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