Position in PCAR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,027,026
+$2,195 QoQ
Shares Held
8,550
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#508
of 1,094 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Lodestone Wealth Management LLC holds $1,319,949 across 4 Farm & Heavy Construction Machinery names. PCAR ranks #1 (77.8% of the industry book) .
All Filings in PCAR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,026 | 8,550 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,024,831 | 8,873 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,441,370 | 13,162 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,402,731 | 14,267 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,398,427 | 14,711 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,501,055 | 15,416 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,687,412 | 16,222 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,884,590 | 19,098 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,164,004 | 21,022 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,732,641 | 22,057 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,223,295 | 22,768 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,935,735 | 22,768 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,904,543 | 22,768 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,719,541 | 23,491 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,549,969 | 15,661 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||