CM Wealth Advisors’s Park-Ohio Holdings PKOH Stock Holding History

CM Wealth Advisors’s Portfolio PKOH Stock Details PKOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3M	Buy	111,892 +1,441	+1%	+$44.3K	0.78%	16
2026 Q1	$2.66M	Hold	110,451	–	–	0.57%	21
2025 Q4	$2.31M	Hold	110,451	–	–	0.52%	24
2025 Q3	$2.35M	Buy	110,451 +2,775	+3%	+$53.1K	0.62%	19
2025 Q2	$1.92M	Buy	107,676 +4,350	+4%	+$82.2K	0.57%	22
2025 Q1	$2.23M	Sell	103,326 -200	-0.2%	-$4.79K	0.71%	17
2024 Q4	$2.72M	Sell	103,526 -13,600	-12%	-$409K	0.89%	14
2024 Q3	$3.6M	Sell	117,126 -1,000	-0.8%	-$28.3K	1.16%	12
2024 Q2	$3.06M	Buy	118,126 +8,500	+8%	+$216K	1.45%	10
2024 Q1	$2.85M	Sell	109,626 -8,000	-7%	-$203K	0.81%	16
2023 Q4	$3.17M	Sell	117,626 -5,000	-4%	-$118K	1.36%	12
2023 Q3	$3.01M	Hold	122,626	–	–	1.16%	12
2023 Q2	$2.37M	Buy	122,626 +7,500	+7%	+$114K	0.78%	16
2023 Q1	$1.42M	Sell	115,126 -2,000	-2%	-$26.5K	0.27%	88
2022 Q4	$1.43M	Hold	117,126	–	–	0.73%	17
2022 Q3	$1.32M	Buy	117,126 +13,713	+13%	+$225K	0.73%	17
2022 Q2	$1.64M	Buy	+103,413	New	+$1.45M	1%	17

Other funds holding PKOH

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

CM Wealth Advisors's PKOH Position: Q2 2026 in Review

CM Wealth Advisors increased its Park-Ohio Holdings (PKOH) stake by 1.3% in Q2 2026, buying an estimated $44.3K and bringing the position to 111,892 shares worth $4.3M. The position accounts for 0.78% of the portfolio, ranked #16.

CM Wealth Advisors first reported a position in PKOH in Q2 2022 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold PKOH as of Q2 2026.

CM Wealth Advisors held 111,892 shares of Park-Ohio Holdings worth $4.3M as of Q2 2026.
CM Wealth Advisors bought 1,441 Park-Ohio Holdings shares in Q2 2026, an estimated $44.3K.
Park-Ohio Holdings made up 0.78% of CM Wealth Advisors's portfolio in Q2 2026, its #16 holding.
CM Wealth Advisors first reported a position in Park-Ohio Holdings in Q2 2022 and has held it in 17 quarters since.
103 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.