Shelton Capital Management’s Timken Company TKR Stock Holding History

Shelton Capital 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	$296K	Sell	2,039 -42	-2%	-$5.05K	0.01%	549
2026 Q1	$209K	Buy	+2,081	New	+$207K	﹤0.01%	656
2025 Q1	–	Sell	-16,508	Closed	-$1.18M	–	751
2024 Q4	$1.18M	Sell	16,508 -16,276	-50%	-$1.28M	0.03%	260
2024 Q3	$2.76M	Hold	32,784	–	–	0.07%	216
2024 Q2	$2.63M	Sell	32,784 -8,173	-20%	-$705K	0.07%	218
2024 Q1	$3.58M	Sell	40,957 -40,000	-49%	-$3.3M	0.1%	200
2023 Q4	$6.49M	Sell	80,957 -169	-0.2%	-$12.4K	0.21%	113
2023 Q3	$5.96M	Buy	81,126 +19,723	+32%	+$1.6M	0.22%	119
2023 Q2	$5.62M	Sell	61,403 -58,106	-49%	-$4.58M	0.2%	114
2023 Q1	$9.77M	Buy	119,509 +24,509	+26%	+$1.98M	0.41%	60
2022 Q4	$6.71M	Buy	95,000 +91,460	+2,584%	+$6.39M	0.7%	24
2022 Q3	$209K	Sell	3,540 -277	-7%	-$17.2K	0.01%	618
2022 Q2	$202K	Sell	3,817 -18	-0.5%	-$1.05K	0.01%	676
2022 Q1	$233K	Hold	3,835	–	–	0.01%	697
2021 Q4	$266K	Hold	3,835	–	–	0.01%	624
2021 Q3	$251K	Hold	3,835	–	–	0.01%	646
2021 Q2	$309K	Sell	3,835 -3,835	-50%	-$325K	0.01%	550
2021 Q1	$622K	Buy	7,670 +3,835	+100%	+$306K	0.02%	338
2020 Q4	$297K	Sell	3,835 -249	-6%	-$17K	0.01%	497
2020 Q3	$221K	Buy	+4,084	New	+$211K	0.01%	654
2020 Q1	–	Sell	-4,564	Closed	-$257K	–	817
2019 Q4	$257K	Buy	+4,564	New	+$231K	0.01%	613
2019 Q3	–	Sell	-4,828	Closed	-$248K	–	869
2019 Q2	$248K	Buy	4,828 +4,617	+2,188%	+$221K	0.01%	654
2019 Q1	$4.83K	Buy	+211	New	+$8.97K	0.02%	585
2018 Q4	–	Sell	-4,828	Closed	-$241K	–	889
2018 Q3	$241K	Hold	4,828	–	–	0.01%	737
2018 Q2	$210K	Hold	4,828	–	–	0.01%	770
2018 Q1	$220K	Sell	4,828 -479	-9%	-$23.1K	0.01%	727
2017 Q4	$261K	Hold	5,307	–	–	0.02%	660
2017 Q3	$258K	Hold	5,307	–	–	0.02%	644
2017 Q2	$245K	Hold	5,307	–	–	0.02%	701
2017 Q1	$240K	Sell	5,307 -1,830	-26%	-$80.7K	0.02%	704
2016 Q4	$283K	Hold	7,137	–	–	0.02%	645
2016 Q3	$251K	Hold	7,137	–	–	0.02%	646
2016 Q2	$219K	Hold	7,137	–	–	0.02%	674
2016 Q1	$239K	Hold	7,137	–	–	0.02%	650
2015 Q4	$204K	Buy	+7,137	New	+$215K	0.02%	708
2015 Q3	–	Sell	-7,137	Closed	-$261K	–	780
2015 Q2	$261K	Hold	7,137	–	–	0.03%	635
2015 Q1	$301K	Sell	7,137 -723	-9%	-$30K	0.03%	601
2014 Q4	$335K	Sell	7,860 -982	-11%	-$41.3K	0.04%	531
2014 Q3	$375K	Sell	8,842 -3,510	-28%	-$162K	0.05%	458
2014 Q2	$600K	Hold	12,352	–	–	0.08%	288
2014 Q1	$520K	Hold	12,352	–	–	0.08%	307
2013 Q4	$487K	Hold	12,352	–	–	0.07%	330
2013 Q3	$534K	Sell	12,352 -338	-3%	-$14.5K	0.09%	268
2013 Q2	$511K	Buy	+12,690	New	+$502K	0.09%	247

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

Shelton Capital Management's TKR Position: Q2 2026 in Review

Shelton Capital Management reduced its Timken Company (TKR) stake by 2% in Q2 2026, selling an estimated $5.05K and leaving 2,039 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #549.

Shelton Capital Management first reported a position in TKR in Q2 2013 and has held it in 44 quarters since. The position peaked at $9.77M in Q1 2023. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Shelton Capital Management held 2,039 shares of Timken Company worth $296K as of Q2 2026.
Shelton Capital Management sold 42 Timken Company shares in Q2 2026, an estimated $5.05K.
Timken Company made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #549 holding.
Shelton Capital Management first reported a position in Timken Company in Q2 2013 and has held it in 44 quarters since.
Shelton Capital Management's Timken Company position peaked at $9.77M in Q1 2023.
600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.