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Forum Financial Management’s Timken Company TKR Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,734
Closed -$230K – 923
2025
Q4 		$230K Hold
2,734
– – ﹤0.01% 888
2025
Q3 		$206K Buy
+2,734
New +$211K ﹤0.01% 961
2024
Q4 		– Sell
-2,418
Closed -$204K – 960
2024
Q3 		$204K Buy
+2,418
New +$199K ﹤0.01% 718
2024
Q2 		– Sell
-2,414
Closed -$211K – 766
2024
Q1 		$211K Buy
+2,414
New +$199K ﹤0.01% 682

Other funds holding TKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Forum Financial Management's TKR Position: Q1 2026 in Review

Forum Financial Management sold out of Timken Company (TKR) in Q1 2026, closing a stake of 2,734 shares — an estimated $230K sold.

Forum Financial Management first reported a position in TKR in Q1 2024 and held it in 4 quarters. The position peaked at $230K in Q4 2025. 535 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Forum Financial Management reported no remaining Timken Company position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,734 Timken Company shares in Q1 2026, an estimated $230K.
  • Forum Financial Management first reported a position in Timken Company in Q1 2024 and held it in 4 quarters.
  • Forum Financial Management's Timken Company position peaked at $230K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.