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Beacon Investment Advisory Services’s Timken Company TKR Stock Holding History

Beacon Investment Advisory Services’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.7K Hold
225
– – ﹤0.01% 484
2026
Q1 		$22.6K Buy
+225
New +$22.4K ﹤0.01% 521

Other funds holding TKR

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Investment Advisory Services's TKR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Timken Company (TKR) position steady in Q2 2026 at 225 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Beacon Investment Advisory Services first reported a position in TKR in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Beacon Investment Advisory Services held 225 shares of Timken Company worth $32.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Timken Company share count unchanged in Q2 2026.
  • Timken Company made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #484 holding.
  • Beacon Investment Advisory Services first reported a position in Timken Company in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.