PWMG
TKR icon

Private Wealth Management Group’s Timken Company TKR Stock Holding History

Private Wealth Management Group’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 		$11K Hold
76
– – ﹤0.01% 549
2026
Q1 		$7.64K Hold
76
– – ﹤0.01% 613
2025
Q4 		$6.39K Hold
76
– – ﹤0.01% 679
2025
Q3 		$5.71K Hold
76
– – ﹤0.01% 741
2025
Q2 		$5.51K Buy
76
+64
+533% +$4.35K ﹤0.01% 714
2025
Q1 		$863 Hold
12
– – ﹤0.01% 1304
2024
Q4 		$857 Hold
12
– – ﹤0.01% 1334
2024
Q3 		$1.01K Hold
12
– – ﹤0.01% 1281
2024
Q2 		$962 Hold
12
– – ﹤0.01% 1299
2024
Q1 		$1.05K Hold
12
– – ﹤0.01% 1249
2023
Q4 		$962 Buy
+12
New +$883 ﹤0.01% 1288

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

Private Wealth Management Group's TKR Position: Q2 2026 in Review

Private Wealth Management Group held its Timken Company (TKR) position steady in Q2 2026 at 76 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Private Wealth Management Group first reported a position in TKR in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Private Wealth Management Group held 76 shares of Timken Company worth $11K as of Q2 2026.
  • Private Wealth Management Group left its Timken Company share count unchanged in Q2 2026.
  • Timken Company made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #549 holding.
  • Private Wealth Management Group first reported a position in Timken Company in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.