PACCAR Inc
DE ˙ XTRA ˙ US6937181088
98,58 € ↑1,56 (1,61%)
2026-06-03
DEL PRIS
SecurityDE:PAE / PACCAR Inc
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership9,122 shares
Latest Disclosed Value $ 1,053,571
Sowell Financial Services LLC reports 0.56% decrease in ownership of PAE / PACCAR Inc

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 9,122 shares of PACCAR Inc (DE:PAE) valued at $911,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,173 shares of PACCAR Inc. This represents a change in shares of -0.56% during the quarter. The current value of the position is $899,247 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)
2026-04-20 2026-03-31 13F PACCAR COM 693718108 9,122 -51 -0.56 1,054 4.88 0.0390
2026-01-21 2025-12-31 13F PACCAR COM 693718108 9,173 -192 -2.05 1,005 9.13 0.0369
2025-10-17 2025-09-30 13F PACCAR COM 693718108 9,365 -155 -1.63 921 1.66 0.0353
2025-07-14 2025-06-30 13F PACCAR COM 693718108 9,520 -8,598 -47.46 905 -48.70 0.0369
2025-04-17 2025-03-31 13F PACCAR COM 693718108 18,118 -2,996 -14.19 1,764 -19.67 0.0803
2025-02-07 2024-12-31 13F PACCAR COM 693718108 21,114 587 2.86 2,196 8.39 0.1155
2024-10-04 2024-09-30 13F PACCAR COM 693718108 20,527 -69 -0.34 2,026 -4.43 0.0941
2024-08-13 2024-06-30 13F PACCAR COM 693718108 20,596 221 1.08 2,120 -16.01 0.1012
2024-05-03 2024-03-31 13F PACCAR COM 693718108 20,375 721 3.67 2,524 27.28 0.1191
2024-01-24 2023-12-31 13F PACCAR COM 693718108 19,654 -320 -1.60 1,983 16.78 0.1074
2023-11-08 2023-09-30 13F PACCAR COM 693718108 19,974 347 1.77 1,698 3.41 0.1066
2023-08-14 2023-06-30 13F PACCAR COM 693718108 19,627 1,782 9.99 1,642 164,100.00 0.0915
2023-05-12 2023-03-31 13F PACCAR STOCK 693718108 17,845 3,782 26.89 1 0.00 0.1008
2023-02-09 2022-12-31 13F Paccar Stock 693718108 14,063 2,091 17.47 1 -99.90 0.0909
2022-11-15 2022-09-30 13F Paccar Stock 693718108 11,972 -921 -7.14 1,002 -5.65 0.1010
2022-08-15 2022-06-30 13F PACCAR Stock 693718108 12,893 12,893 1,062 0.0982
2021-11-04 2021-09-30 13F PACCAR INC COM Stock 693718108 0 -12,651 -100.00 0 -100.00
2021-08-05 2021-06-30 13F PACCAR INC COM Stock 693718108 12,651 51 0.40 1,129 -4.40 0.0748
2021-05-07 2021-03-31 13F PACCAR INC COM Stock 693718108 12,600 -771 -5.77 1,181 2.34 0.0411
2021-01-13 2020-12-31 13F PACCAR INC COM COM 693718108 13,371 864 6.91 1,154 8.15 0.0493
2020-11-12 2020-09-30 13F PACCAR INC COM COM 693718108 12,507 10 0.08 1,067 14.12 0.0533
2020-08-13 2020-06-30 13F PACCAR INC COM Stock 693718108 12,497 -451 -3.48 935 18.20 0.0514
2020-05-12 2020-03-31 13F PACCAR INC COM Stock 693718108 12,948 95 0.74 791 -22.22 0.0585
2020-02-07 2019-12-31 13F PACCAR INC COM Stock 693718108 12,853 3,681 40.13 1,017 58.41 0.0775
2019-11-14 2019-09-30 13F PACCAR INC COM COM 693718108 9,172 -353 -3.71 642 -1.08 0.0530
2019-05-15 2019-03-31 13F PACCAR INC COM Stock 693718108 9,525 88 0.93 649 20.41 0.0725
2019-03-05 2018-12-31 13F PACCAR COM 693718108 9,437 -6,764 -41.75 539 -51.22 0.0763
2018-11-13 2018-09-30 13F PACCAR COM 693718108 16,201 16,201 1,105 0.1604
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.