Mark Sheptoff Financial Planning’s Timken Company TKR Stock Holding History

Mark Sheptoff Financial Planning’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	-12,513	Closed	-$919K	–	571
2025 Q4	$919K	Hold	12,513	–	–	0.44%	35
2025 Q3	$919K	Hold	12,513	–	–	0.44%	35
2025 Q2	$919K	Hold	12,513	–	–	0.49%	37
2025 Q1	$919K	Hold	12,513	–	–	0.51%	39
2024 Q4	$919K	Hold	12,513	–	–	0.49%	38
2024 Q3	$919K	Hold	12,513	–	–	0.49%	40
2024 Q2	$919K	Hold	12,513	–	–	0.51%	40
2024 Q1	$919K	Hold	12,513	–	–	0.51%	39
2023 Q4	$919K	Hold	12,513	–	–	0.55%	33
2023 Q3	$919K	Hold	12,513	–	–	0.59%	30
2023 Q2	$919K	Hold	12,513	–	–	0.52%	36
2023 Q1	$919K	Hold	12,513	–	–	0.53%	36
2022 Q4	$919K	Hold	12,513	–	–	0.54%	37
2022 Q3	$919K	Hold	12,513	–	–	0.56%	37
2022 Q2	$919K	Hold	12,513	–	–	0.53%	39
2022 Q1	$919K	Hold	12,513	–	–	0.46%	45
2021 Q4	$919K	Hold	12,513	–	–	0.44%	44
2021 Q3	$919K	Hold	12,513	–	–	0.51%	40
2021 Q2	$919K	Hold	12,513	–	–	0.49%	40
2021 Q1	$919K	Hold	12,513	–	–	0.53%	36
2020 Q4	$919K	Sell	12,513 -3,225	-20%	-$220K	0.52%	40
2020 Q3	$853K	Sell	15,738 -3,000	-16%	-$155K	0.52%	38
2020 Q2	$852K	Hold	18,738	–	–	0.55%	39
2020 Q1	$606K	Sell	18,738 -1,000	-5%	-$47.3K	0.46%	44
2019 Q4	$1.11M	Hold	19,738	–	–	0.7%	35
2019 Q3	$859K	Hold	19,738	–	–	0.58%	37
2019 Q2	$1.01M	Hold	19,738	–	–	0.69%	34
2019 Q1	$861K	Hold	19,738	–	–	0.62%	35
2018 Q4	$737K	Hold	19,738	–	–	0.61%	36
2018 Q3	$984K	Hold	19,738	–	–	0.67%	39
2018 Q2	$860K	Hold	19,738	–	–	0.64%	39
2018 Q1	$900K	Hold	19,738	–	–	0.62%	42
2017 Q4	$970K	Hold	19,738	–	–	0.63%	48
2017 Q3	$958K	Hold	19,738	–	–	0.64%	42
2017 Q2	$913K	Sell	19,738 -1	-0%	-$46	0.63%	45
2017 Q1	$892K	Buy	19,739 +1	+0%	+$44	0.64%	44
2016 Q4	$784K	Hold	19,738	–	–	0.58%	46
2016 Q3	$694K	Hold	19,738	–	–	0.52%	48
2016 Q2	$605K	Hold	19,738	–	–	0.45%	56
2016 Q1	$661K	Hold	19,738	–	–	0.54%	46
2015 Q4	$564K	Hold	19,738	–	–	0.46%	59
2015 Q3	$543K	Sell	19,738 -350	-2%	-$11.2K	0.48%	55
2015 Q2	$735K	Sell	20,088 -350	-2%	-$14K	0.59%	49
2015 Q1	$861K	Sell	20,438 -1,500	-7%	-$62.2K	0.72%	40
2014 Q4	$936K	Hold	21,938	–	–	0.83%	34
2014 Q3	$930K	Sell	21,938 -8,360	-28%	-$385K	0.82%	35
2014 Q2	$1.47M	Sell	30,298 -4,191	-12%	-$190K	1.26%	23
2014 Q1	$1.45M	Buy	+34,489	New	+$1.42M	1.28%	22

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

Mark Sheptoff Financial Planning's TKR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Timken Company (TKR) in Q1 2026, closing a stake of 12,513 shares — an estimated $919K sold.

Mark Sheptoff Financial Planning first reported a position in TKR in Q1 2014 and held it in 48 quarters. The position peaked at $1.47M in Q2 2014. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Timken Company position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 12,513 Timken Company shares in Q1 2026, an estimated $919K.
Mark Sheptoff Financial Planning first reported a position in Timken Company in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's Timken Company position peaked at $1.47M in Q2 2014.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.