PACCAR Inc
DE ˙ XTRA ˙ US6937181088
98,58 € ↑1,56 (1,61%)
2026-06-03
CENA AKCJI
SecurityDE:PAE / PACCAR Inc
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership43,617 shares
Latest Disclosed Value $ 5,037,942
AE Wealth Management LLC reports 18.07% increase in ownership of PAE / PACCAR Inc

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 43,617 shares of PACCAR Inc (DE:PAE) valued at $4,359,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 36,941 shares of PACCAR Inc. This represents a change in shares of 18.07% during the quarter. The current value of the position is $4,299,764 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F PACCAR COM 693718108 43,617 6,676 18.07 5,038 24.52 0.0272
2026-01-26 2025-12-31 13F PACCAR COM 693718108 36,941 -2,653 -6.70 4,045 3.93 0.0232
2025-11-03 2025-09-30 13F PACCAR COM 693718108 39,594 8,932 29.13 3,893 33.56 0.0248
2025-08-06 2025-06-30 13F PACCAR COM 693718108 30,662 3,077 11.15 2,915 8.49 0.0213
2025-05-06 2025-03-31 13F PACCAR COM 693718108 27,585 3,626 15.13 2,686 7.78 0.0226
2025-02-13 2024-12-31 13F PACCAR COM 693718108 23,959 16,008 201.33 2,492 217.86 0.0211
2024-11-14 2024-09-30 13F PACCAR COM 693718108 7,951 4,064 104.55 785 96.00 0.0071
2024-08-12 2024-06-30 13F PACCAR COM 693718108 3,887 980 33.71 400 11.11 0.0040
2024-05-15 2024-03-31 13F PACCAR COM 693718108 2,907 -15,371 -84.10 360 -80.63 0.0041
2024-02-14 2023-12-31 13F PACCAR COM 693718108 18,278 2,298 14.38 1,860 36.89 0.0095
2023-10-11 2023-09-30 13F PACCAR COM 693718108 15,980 -13,092 -45.03 1,359 -44.14 0.0081
2023-07-10 2023-06-30 13F PACCAR COM 693718108 29,072 8,721 42.85 2,432 63.26 0.0146
2023-04-14 2023-03-31 13F PACCAR COM 693718108 20,351 -6,408 -23.95 1,490 -43.77 0.0096
2023-01-31 2022-12-31 13F PACCAR COM 693718108 26,759 4,631 20.93 2,648 42.98 0.0191
2022-10-25 2022-09-30 13F PACCAR COM 693718108 22,128 -36 -0.16 1,852 1.48 0.0147
2022-08-03 2022-06-30 13F PACCAR COM 693718108 22,164 -29,104 -56.77 1,825 -59.58 0.0146
2022-04-18 2022-03-31 13F PACCAR COM 693718108 51,268 38,545 302.96 4,515 302.05 0.0310
2022-01-20 2021-12-31 13F PACCAR COM 693718108 12,723 920 7.79 1,123 20.49 0.0078
2021-11-01 2021-09-30 13F PACCAR COM 693718108 11,803 812 7.39 932 -4.99 0.0077
2021-07-21 2021-06-30 13F PACCAR COM 693718108 10,991 1,068 10.76 981 6.40 0.0086
2021-04-27 2021-03-31 13F PACCAR COM 693718108 9,923 -9,038 -47.67 922 -43.64 0.0093
2021-02-01 2020-12-31 13F PACCAR COM 693718108 18,961 -4 -0.02 1,636 1.18 0.0186
2020-11-06 2020-09-30 13F PACCAR COM 693718108 18,965 905 5.01 1,617 19.60 0.0231
2020-08-05 2020-06-30 13F PACCAR COM 693718108 18,060 -87 -0.48 1,352 21.91 0.0209
2020-05-07 2020-03-31 13F PACCAR COM 693718108 18,147 1,414 8.45 1,109 -16.24 0.0255
2020-01-15 2019-12-31 13F PACCAR COM 693718108 16,733 -424 -2.47 1,324 10.24 0.0287
2019-11-05 2019-09-30 13F PACCAR COM 693718108 17,157 13 0.08 1,201 -2.28 0.0347
2019-07-22 2019-06-30 13F PACCAR COM 693718108 17,144 9,891 136.37 1,229 148.79 0.0369
2019-05-14 2019-03-31 13F PACCAR COM 693718108 7,253 7,253 494 0.0343
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.