AE Wealth Management LLC

Position in PCAR — Paccar Inc

CIK 1697723 TOPEKA, KS

Position in PCAR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,622,905

+$3,585,153 QoQ

Shares Held

71,786

+64.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#246

of 1,090 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $74,155,262 across 5 Farm & Heavy Construction Machinery names. PCAR ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	55,707	$59,322,348
2	PCAR	Paccar Inc This page	71,786	$8,622,905
3	DE	Deere & Co	8,059	$5,112,037
4	FSS	Federal Signal Corp /De/	4,999	$642,304
5	OSK	Oshkosh Corp	2,969	$455,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,622,905	71,786	+64.6%	Shares	Other	2026-08-03
2026-03-31	$5,037,752	43,617	+18.1%	Shares	Other	2026-05-13
2025-12-31	$4,045,390	36,941	-6.7%	Shares	Other	2026-01-26
2025-09-30	$3,892,865	39,594	+29.1%	Shares	Other	2025-11-03
2025-06-30	$2,914,711	30,662	+11.2%	Shares	Other	2025-08-06
2025-03-31	$2,685,939	27,585	+15.1%	Shares	Other	2025-05-06
2024-12-31	$2,492,208	23,959	+201.3%	Shares	Other	2025-02-13
2024-09-30	$784,598	7,951	+104.6%	Shares	Other	2024-11-14
2024-06-30	$400,122	3,887	+33.7%	Shares	Other	2024-08-12
2024-03-31	$360,144	2,907	-84.1%	Shares	Other	2024-05-15
2023-12-31	$1,784,846	18,278	+14.4%	Shares	Sole	2024-02-14
2023-09-30	$1,358,619	15,980	-45.0%	Shares	Sole	2023-10-11
2023-06-30	$2,431,872	29,072	+42.9%	Shares	Sole	2023-07-10
2023-03-31	$1,489,693	20,351	-23.9%	Shares	Sole	2023-04-14
2022-12-31	$2,648,338	26,759	+20.9%	Shares	Sole	2023-01-31
2022-09-30	$1,851,891	22,128	-0.2%	Shares	Sole	2022-10-25
2022-06-30	$1,824,982	22,164	-56.8%	Shares	Sole	2022-08-03
2022-03-31	$4,515,170	51,268	+303.0%	Shares	Sole	2022-04-18
2021-12-31	$1,122,931	12,723	+7.8%	Shares	Sole	2022-01-20
2021-09-30	$931,492	11,803	+7.4%	Shares	Sole	2021-11-01
2021-06-30	$980,946	10,991	+10.8%	Shares	Sole	2021-07-21
2021-03-31	$922,045	9,923	-47.7%	Shares	Sole	2021-04-27
2020-12-31	$1,635,955	18,961	-0.0%	Shares	Sole	2021-02-01
2020-09-30	$1,617,334	18,965	+5.0%	Shares	Sole	2020-11-06
2020-06-30	$1,351,791	18,060	-0.5%	Shares	Sole	2020-08-05
2020-03-31	$1,109,325	18,147	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.