IMA Advisory Services’s Timken Company TKR Stock Holding History

IMA 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 Q1	$4.63K	Sell	46 -3	-6%	-$298	﹤0.01%	423
2025 Q4	$4.12K	Buy	+49	New	+$3.9K	﹤0.01%	481
2019 Q1	–	Sell	-57	Closed	-$2K	–	336
2018 Q4	$2K	Hold	57	–	–	﹤0.01%	301
2018 Q3	$3K	Hold	57	–	–	﹤0.01%	288
2018 Q2	$2K	Buy	+57	New	+$2.66K	﹤0.01%	402

Other funds holding TKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

IMA Advisory Services's TKR Position: Q1 2026 in Review

IMA Advisory Services reduced its Timken Company (TKR) stake by 6.1% in Q1 2026, selling an estimated $298 and leaving 46 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

IMA Advisory Services first reported a position in TKR in Q2 2018 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

IMA Advisory Services held 46 shares of Timken Company worth $4.63K as of Q1 2026.
IMA Advisory Services sold 3 Timken Company shares in Q1 2026, an estimated $298.
Timken Company made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #423 holding.
IMA Advisory Services first reported a position in Timken Company in Q2 2018 and has held it in 5 quarters since.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.