Carson Wealth (CWM LLC)’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116K | Buy |
1,158
+207
| +22% | +$20.6K | ﹤0.01% | 3134 |
|
|
2025
Q4 | $80K | Buy |
951
+355
| +60% | +$28.2K | ﹤0.01% | 3235 |
|
|
2025
Q3 | $45K | Buy |
596
+69
| +13% | +$5.32K | ﹤0.01% | 3624 |
|
|
2025
Q2 | $38K | Buy |
527
+126
| +31% | +$8.57K | ﹤0.01% | 3485 |
|
|
2025
Q1 | $29K | Sell |
401
-73
| -15% | -$5.63K | ﹤0.01% | 3426 |
|
|
2024
Q4 | $34K | Sell |
474
-767
| -62% | -$60.3K | ﹤0.01% | 3087 |
|
|
2024
Q3 | $105K | Sell |
1,241
-171
| -12% | -$14.1K | ﹤0.01% | 2170 |
|
|
2024
Q2 | $113K | Buy |
1,412
+115
| +9% | +$9.92K | ﹤0.01% | 1897 |
|
|
2024
Q1 | $113K | Buy |
1,297
+407
| +46% | +$33.6K | ﹤0.01% | 1803 |
|
|
2023
Q4 | $71K | Sell |
890
-16
| -2% | -$1.18K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $67K | Buy |
906
+302
| +50% | +$24.5K | ﹤0.01% | 1894 |
|
|
2023
Q2 | $55K | Buy |
604
+85
| +16% | +$6.7K | ﹤0.01% | 1910 |
|
|
2023
Q1 | $42K | Buy |
519
+38
| +8% | +$3.07K | ﹤0.01% | 1994 |
|
|
2022
Q4 | $34K | Buy |
481
+137
| +40% | +$9.57K | ﹤0.01% | 2006 |
|
|
2022
Q3 | $20K | Sell |
344
-17
| -5% | -$1.06K | ﹤0.01% | 2235 |
|
|
2022
Q2 | $19K | Sell |
361
-128
| -26% | -$7.47K | ﹤0.01% | 2160 |
|
|
2022
Q1 | $30K | Buy |
489
+87
| +22% | +$5.78K | ﹤0.01% | 1847 |
|
|
2021
Q4 | $28K | Buy |
+402
| New | +$28.2K | ﹤0.01% | 1811 |
|
|
2021
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q1 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q4 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q3 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q1 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q4 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q3 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q1 | $31K | Buy |
387
+245
| +173% | +$10.4K | ﹤0.01% | 1605 |
|
|
2018
Q4 | $5K | Buy |
142
+7
| +5% | +$283 | ﹤0.01% | 1546 |
|
|
2018
Q3 | $7K | Buy |
135
+43
| +47% | +$2.03K | ﹤0.01% | 1265 |
|
|
2018
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 1252 |
|
|
2018
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q3 | $4K | Buy |
+92
| New | +$4.24K | ﹤0.01% | 1162 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1311 |
|
|
2016
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1076 |
|
Other funds holding TKR
Carson Wealth (CWM LLC)'s TKR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Timken Company (TKR) stake by 22% in Q1 2026, buying an estimated $20.6K and bringing the position to 1,158 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.
Carson Wealth (CWM LLC) first reported a position in TKR in Q4 2016 and has held it in 35 quarters since. 535 funds tracked by Wall St. Rank hold TKR as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,158 shares of Timken Company worth $116K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 207 Timken Company shares in Q1 2026, an estimated $20.6K.
- Timken Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3134 holding.
- Carson Wealth (CWM LLC) first reported a position in Timken Company in Q4 2016 and has held it in 35 quarters since.
- 535 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.