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LRI Investments’s Timken Company TKR Stock Holding History

LRI Investments’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 		$25.9K Sell
178
-32
-15% -$3.85K ﹤0.01% 697
2026
Q1 		$21.1K Sell
210
-78
-27% -$7.75K ﹤0.01% 682
2025
Q4 		$24.2K Hold
288
– – ﹤0.01% 659
2025
Q3 		$21.7K Hold
288
– – ﹤0.01% 701
2025
Q2 		$20.9K Buy
288
+100
+53% +$6.8K ﹤0.01% 697
2025
Q1 		$13.5K Hold
188
– – ﹤0.01% 736
2024
Q4 		$13.4K Hold
188
– – ﹤0.01% 732
2024
Q3 		$14.1K Buy
188
+164
+683% +$13.5K ﹤0.01% 711
2024
Q2 		$1.92K Hold
24
– – ﹤0.01% 1058
2024
Q1 		$2.1K Buy
+24
New +$1.98K ﹤0.01% 741

Other funds holding TKR

KeyBank National Association
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
DCM
Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LRI Investments's TKR Position: Q2 2026 in Review

LRI Investments reduced its Timken Company (TKR) stake by 15% in Q2 2026, selling an estimated $3.85K and leaving 178 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

LRI Investments first reported a position in TKR in Q1 2024 and has held it in 10 quarters since. 199 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • LRI Investments held 178 shares of Timken Company worth $25.9K as of Q2 2026.
  • LRI Investments sold 32 Timken Company shares in Q2 2026, an estimated $3.85K.
  • Timken Company made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #697 holding.
  • LRI Investments first reported a position in Timken Company in Q1 2024 and has held it in 10 quarters since.
  • 199 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.