PARK-OHIO HOLDINGS CORP · CUSIP 700666100 · CIK 1764581
As of 2026-06-30, CM WEALTH ADVISORS LLC reported 111.89K PKOH (shares), valued at $4.30M, or 0.78% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 1.30%; reported value increased 62.03%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.78% | 111,892 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.57% | 110,451 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.52% | 110,451 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.62% | 110,451 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.57% | 107,676 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.71% | 103,326 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 0.89% | 103,526 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.16% | 117,126 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.45% | 118,126 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.81% | 109,626 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.36% | 117,626 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 1.59% | 122,626 | SEC filing ↗Filed Nov 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.59% | 122,626 | $3.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 16, 2023 |
| Q4 2023 | 1.36% | 117,626 | $3.17M | Shares decreased 4.08%; reported value increased 5.34%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 0.81% | 109,626 | $2.85M | Shares decreased 6.80%; reported value decreased 10.20%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.45% | 118,126 | $3.06M | Shares increased 7.75%; reported value increased 7.40%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.16% | 117,126 | $3.60M | Shares decreased 0.85%; reported value increased 17.57%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.89% | 103,526 | $2.72M | Shares decreased 11.61%; reported value decreased 24.37%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.71% | 103,326 | $2.23M | Shares decreased 0.19%; reported value decreased 17.94%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 0.57% | 107,676 | $1.92M | Shares increased 4.21%; reported value decreased 13.83%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.62% | 110,451 | $2.35M | Shares increased 2.58%; reported value increased 21.99%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.52% | 110,451 | $2.31M | Shares unchanged; reported value decreased 1.41%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.57% | 110,451 | $2.66M | Shares unchanged; reported value increased 14.80%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.78% | 111,892 | $4.30M | Shares increased 1.30%; reported value increased 62.03%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.