Sheets Smith Wealth Management’s Timken Company TKR Stock Holding History

Sheets Smith Wealth Management’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	$883K	Buy	6,079 +128	+2%	+$15.4K	0.09%	223
2026 Q1	$598K	Buy	5,951 +2	+0%	+$199	0.07%	260
2025 Q4	$500K	Buy	5,949 +3	+0.1%	+$239	0.05%	272
2025 Q3	$447K	Buy	5,946 +92	+2%	+$7.1K	0.05%	295
2025 Q2	$425K	Sell	5,854 -225	-4%	-$15.3K	0.05%	301
2025 Q1	$437K	Buy	6,079 +223	+4%	+$17.2K	0.05%	266
2024 Q4	$418K	Buy	5,856 +190	+3%	+$14.9K	0.05%	285
2024 Q3	$478K	Buy	5,666 +1	+0%	+$82	0.06%	261
2024 Q2	$454K	Buy	5,665 +2	+0%	+$173	0.05%	256
2024 Q1	$495K	Buy	5,663 +1	+0%	+$82	0.06%	242
2023 Q4	$454K	Buy	+5,662	New	+$417K	0.06%	227

Other funds holding TKR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sheets Smith Wealth Management's TKR Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Timken Company (TKR) stake by 2.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 6,079 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #223.

Sheets Smith Wealth Management 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.

Sheets Smith Wealth Management held 6,079 shares of Timken Company worth $883K as of Q2 2026.
Sheets Smith Wealth Management bought 128 Timken Company shares in Q2 2026, an estimated $15.4K.
Timken Company made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #223 holding.
Sheets Smith Wealth Management 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.