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JPL Wealth Management’s Timken Company TKR Stock Holding History

JPL Wealth 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 		$11.7K Buy
+116
New +$11.5K ﹤0.01% 495
2025
Q4 		– Sell
-116
Closed -$8.73K – 1024
2025
Q3 		$8.73K Buy
+116
New +$8.95K ﹤0.01% 567

Other funds holding TKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JPL Wealth Management's TKR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Timken Company (TKR) in Q1 2026: 116 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TKR as recently as Q3 2025.

JPL Wealth Management first reported a position in TKR in Q3 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • JPL Wealth Management held 116 shares of Timken Company worth $11.7K as of Q1 2026.
  • Timken Company was a new JPL Wealth Management position in Q1 2026.
  • Timken Company made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #495 holding.
  • JPL Wealth Management first reported a position in Timken Company in Q3 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.