Loring Wolcott & Coolidge Fiduciary Advisors’s Timken Company TKR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	$7.62M	Sell	52,410 -8,111	-13%	-$975K	0.07%	82
2026 Q1	$6.46M	Hold	60,521	–	–	0.06%	81
2025 Q4	$5.68M	Buy	60,521 +44,521	+278%	+$3.54M	0.05%	83
2025 Q3	$1.24M	Hold	16,000	–	–	0.01%	148
2025 Q2	$1.16M	Hold	16,000	–	–	0.01%	150
2025 Q1	$1M	Hold	16,000	–	–	0.01%	155
2024 Q4	$1.23M	Hold	16,000	–	–	0.01%	153
2024 Q3	$1.36M	Hold	16,000	–	–	0.01%	149
2024 Q2	$1.41M	Hold	16,000	–	–	0.01%	134
2024 Q1	$1.37M	Hold	16,000	–	–	0.01%	129
2023 Q4	$1.31M	Hold	16,000	–	–	0.01%	136
2023 Q3	$1.14M	Hold	16,000	–	–	0.01%	139
2023 Q2	$1.46M	Hold	16,000	–	–	0.02%	130
2023 Q1	$1.31M	Hold	16,000	–	–	0.02%	138
2022 Q4	$1.13M	Hold	16,000	–	–	0.01%	146
2022 Q3	$945K	Hold	16,000	–	–	0.01%	151
2022 Q2	$849K	Hold	16,000	–	–	0.01%	166
2022 Q1	$971K	Hold	16,000	–	–	0.01%	164
2021 Q4	$1.11M	Hold	16,000	–	–	0.01%	166
2021 Q3	$1.05M	Hold	16,000	–	–	0.01%	163
2021 Q2	$1.29M	Hold	16,000	–	–	0.01%	155
2021 Q1	$1.3M	Hold	16,000	–	–	0.01%	146
2020 Q4	$1.24M	Hold	16,000	–	–	0.01%	144
2020 Q3	$868K	Hold	16,000	–	–	0.01%	152
2020 Q2	$728K	Hold	16,000	–	–	0.01%	152
2020 Q1	$517K	Hold	16,000	–	–	0.01%	171
2019 Q4	$901K	Hold	16,000	–	–	0.01%	163
2019 Q3	$696K	Sell	16,000 -700	-4%	-$30.9K	0.01%	177
2019 Q2	$857K	Hold	16,700	–	–	0.01%	165
2019 Q1	$728K	Hold	16,700	–	–	0.01%	170
2018 Q4	$623K	Buy	16,700 +700	+4%	+$28.3K	0.01%	180
2018 Q3	$798K	Hold	16,000	–	–	0.01%	172
2018 Q2	$697K	Hold	16,000	–	–	0.01%	184
2018 Q1	$730K	Hold	16,000	–	–	0.01%	184
2017 Q4	$786K	Sell	16,000 -14	-0.1%	-$678	0.01%	179
2017 Q3	$777K	Buy	16,014 +14	+0.1%	+$645	0.02%	171
2017 Q2	$728K	Hold	16,000	–	–	0.01%	169
2017 Q1	$723K	Hold	16,000	–	–	0.02%	172
2016 Q4	$635K	Hold	16,000	–	–	0.01%	178
2016 Q3	$562K	Hold	16,000	–	–	0.01%	183
2016 Q2	$491K	Hold	16,000	–	–	0.01%	186
2016 Q1	$536K	Hold	16,000	–	–	0.01%	181
2015 Q4	$457K	Hold	16,000	–	–	0.01%	206
2015 Q3	$585K	Hold	16,000	–	–	0.01%	192
2015 Q2	$585K	Hold	16,000	–	–	0.01%	192
2015 Q1	$674K	Hold	16,000	–	–	0.02%	183
2014 Q4	$683K	Hold	16,000	–	–	0.02%	169
2014 Q3	$678K	Sell	16,000 -6,352	-28%	-$292K	0.02%	164
2014 Q2	$1.08M	Hold	22,352	–	–	0.03%	147
2014 Q1	$940K	Hold	22,352	–	–	0.03%	153
2013 Q4	$881K	Hold	22,352	–	–	0.02%	154
2013 Q3	$966K	Hold	22,352	–	–	0.03%	145
2013 Q2	$900K	Buy	+22,352	New	+$885K	0.03%	155

Other funds holding TKR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TKR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Timken Company (TKR) stake by 13% in Q2 2026, selling an estimated $975K and leaving 52,410 shares worth $7.62M. The position accounts for 0.07% of the portfolio, ranked #82.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TKR in Q2 2013 and has held it in 53 quarters since. 309 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 52,410 shares of Timken Company worth $7.62M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 8,111 Timken Company shares in Q2 2026, an estimated $975K.
Timken Company made up 0.07% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #82 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Timken Company in Q2 2013 and has held it in 53 quarters since.
309 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.