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Pinnacle Wealth Planning Services’s Timken Company TKR Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$14.5K Buy
100
+9
+10% +$1.08K ﹤0.01% 1918
2026
Q1 		$9.15K Buy
91
+13
+17% +$1.29K ﹤0.01% 2036
2025
Q4 		$6.56K Buy
+78
New +$6.21K ﹤0.01% 2190
2021
Q1 		– Sell
-1,231
Closed -$95K – 1785
2020
Q4 		$95K Buy
+1,231
New +$83.8K 0.02% 493

Other funds holding TKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's TKR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Timken Company (TKR) stake by 9.9% in Q2 2026, buying an estimated $1.08K and bringing the position to 100 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Pinnacle Wealth Planning Services first reported a position in TKR in Q4 2020 and has held it in 4 quarters since. The position peaked at $95K in Q4 2020. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 100 shares of Timken Company worth $14.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Timken Company shares in Q2 2026, an estimated $1.08K.
  • Timken Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1918 holding.
  • Pinnacle Wealth Planning Services first reported a position in Timken Company in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Timken Company position peaked at $95K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.