PACCAR Inc
DE ˙ XTRA ˙ US6937181088
98,58 € ↑1,56 (1,61%)
2026-06-03
DEL PRIS
SecurityDE:PAE / PACCAR Inc
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership23,828 shares
Latest Disclosed Value $ 2,752,134
CWM Advisors, LLC reports 58.19% decrease in ownership of PAE / PACCAR Inc

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 23,828 shares of PACCAR Inc (DE:PAE) valued at $2,381,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 56,997 shares of PACCAR Inc. This represents a change in shares of -58.19% during the quarter. The current value of the position is $2,348,964 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.

Upgrade to unlock premium data and export to Excel .

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/A-1 PACCAR COM 693718108 23,828 -33,169 -58.19 2,752 -55.90 0.5521
2026-04-23 2026-03-31 13F PACCAR COM 693718108 54,681 -2,316 6,316 0.5198
2026-02-17 2025-12-31 13F PACCAR COM 693718108 56,997 3,189 5.93 6,242 17.98 0.5616
2025-10-15 2025-09-30 13F PACCAR COM 693718108 53,808 650 1.22 5,290 4.69 0.5149
2025-07-24 2025-06-30 13F PACCAR COM 693718108 53,158 -22,760 -29.98 5,053 -31.64 0.5505
2025-06-03 2025-03-31 13F PACCAR COM 693718108 75,918 9,932 15.05 7,392 7.71 0.8787
2025-01-17 2024-12-31 13F PACCAR COM 693718108 65,986 6,964 11.80 6,864 17.84 0.7681
2024-10-10 2024-09-30 13F PACCAR COM 693718108 59,022 -11,867 -16.74 5,824 -20.19 0.5958
2024-08-12 2024-06-30 13F PACCAR COM 693718108 70,889 4,027 6.02 7,297 -11.90 0.8410
2024-05-07 2024-03-31 13F PACCAR COM 693718108 66,862 -7,350 -9.90 8,284 14.31 0.8475
2024-02-12 2023-12-31 13F PACCAR COM 693718108 74,212 2,323 3.23 7,247 18.57 0.7970
2023-10-26 2023-09-30 13F PACCAR COM 693718108 71,889 -7,358 -9.28 6,112 -7.81 0.7804
2023-07-31 2023-06-30 13F PACCAR COM 693718108 79,247 3,156 4.15 6,629 19.03 0.8019
2023-04-24 2023-03-31 13F PACCAR COM 693718108 76,091 33,723 79.60 5,570 32.82 0.7088
2023-01-26 2022-12-31 13F PACCAR COM 693718108 42,368 2,083 5.17 4,193 24.38 0.5396
2022-11-07 2022-09-30 13F PACCAR COM 693718108 40,285 -3,023 -6.98 3,371 -5.47 0.4763
2022-08-10 2022-06-30 13F PACCAR COM 693718108 43,308 -1,012 -2.28 3,566 -8.63 0.4732
2022-04-21 2022-03-31 13F PACCAR COM 693718108 44,320 -5,569 -11.16 3,903 -11.36 0.4517
2022-02-14 2021-12-31 13F/A-1 PACCAR COM 693718108 49,889 5,790 13.13 4,403 26.52 0.5048
2021-11-09 2021-09-30 13F PACCAR COM 693718108 44,099 16,073 57.35 3,480 39.14 0.4399
2021-08-10 2021-06-30 13F PACCAR COM 693718108 28,026 2,415 9.43 2,501 5.08 0.3291
2021-04-30 2021-03-31 13F PACCAR COM 693718108 25,611 7,198 39.09 2,380 49.78 0.3650
2021-02-12 2020-12-31 13F PACCAR COM 693718108 18,413 -6,036 -24.69 1,589 -23.79 0.3514
2020-11-16 2020-09-30 13F PACCAR COM 693718108 24,449 5,309 27.74 2,085 45.50 0.5737
2020-08-12 2020-06-30 13F PACCAR COM 693718108 19,140 5,068 36.01 1,433 66.63 0.4949
2020-05-08 2020-03-31 13F PACCAR COM 693718108 14,072 -2,160 -13.31 860 -33.02 0.3435
2020-01-24 2019-12-31 13F PACCAR COM 693718108 16,232 -724 -4.27 1,284 8.17 0.4604
2019-11-13 2019-09-30 13F PACCAR COM 693718108 16,956 2,529 17.53 1,187 14.80 0.4526
2019-07-16 2019-06-30 13F PACCAR COM 693718108 14,427 1,011 7.54 1,034 13.13 0.4349
2019-05-16 2019-03-31 13F PACCAR COM 693718108 13,416 2,462 22.48 914 46.01 0.4244
2019-02-21 2018-12-31 13F/A-1 PACCAR COM 693718108 10,954 1,568 16.71 626 -2.19 0.4209
2019-02-01 2018-12-31 13F PACCAR COM 693718108 6,082 -2,371 348
2019-02-21 2018-09-30 13F/A-1 PACCAR COM 693718108 9,386 947 11.22 640 22.37 0.3944
2018-11-07 2018-09-30 13F PACCAR COM 693718108 8,453 5,173 576
2019-02-21 2018-06-30 13F/A-1 PACCAR COM 693718108 8,439 3,807 82.19 523 70.92 0.3717
2018-07-19 2018-06-30 13F PACCAR COM 693718108 3,280 3,280 203
2019-02-22 2018-03-31 13F/A-1 PACCAR COM 693718108 4,632 1,272 37.86 306 28.03 0.3117
2019-02-21 2017-12-31 13F/A-1 PACCAR COM 693718108 3,360 3,360 239 0.2032
2018-02-15 2017-12-31 13F Paccar COM 693718108 900 64 0.0510
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.