Archer Investment Corporation’s Rockwell Automation ROK Stock Holding History

Archer Investment Corporation’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72K	Buy	145 +100	+222%	+$43.5K	0.01%	476
2026 Q1	$16.3K	Hold	45	–	–	﹤0.01%	710
2025 Q4	$17.6K	Sell	45 -3	-6%	-$1.13K	﹤0.01%	629
2025 Q3	$16.8K	Hold	48	–	–	﹤0.01%	639
2025 Q2	$15.9K	Buy	48 +15	+45%	+$4.27K	﹤0.01%	636
2025 Q1	$8.43K	Buy	33 +1	+3%	+$278	﹤0.01%	721
2024 Q4	$9.28K	Sell	32 -3	-9%	-$844	﹤0.01%	708
2024 Q3	$9.49K	Hold	35	–	–	﹤0.01%	703
2024 Q2	$9.68K	Hold	35	–	–	﹤0.01%	667
2024 Q1	$10.2K	Hold	35	–	–	﹤0.01%	650
2023 Q4	$10.9K	Hold	35	–	–	﹤0.01%	637
2023 Q3	$10K	Hold	35	–	–	﹤0.01%	624
2023 Q2	$11.5K	Buy	+35	New	+$10.1K	﹤0.01%	593
2022 Q4	–	Sell	-333	Closed	-$71.6K	–	852
2022 Q3	$71.6K	Buy	333 +329	+8,225%	+$76.7K	0.03%	283
2022 Q2	$797	Hold	4	–	–	﹤0.01%	751
2022 Q1	$1.06K	Hold	4	–	–	﹤0.01%	739
2021 Q4	$1.4K	Buy	+4	New	+$1.32K	﹤0.01%	708

Other funds holding ROK

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Archer Investment Corporation's ROK Position: Q2 2026 in Review

Archer Investment Corporation increased its Rockwell Automation (ROK) stake by 222% in Q2 2026, buying an estimated $43.5K and bringing the position to 145 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #476.

Archer Investment Corporation first reported a position in ROK in Q4 2021 and has held it in 17 quarters since. 1,163 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Archer Investment Corporation held 145 shares of Rockwell Automation worth $72K as of Q2 2026.
Archer Investment Corporation bought 100 Rockwell Automation shares in Q2 2026, an estimated $43.5K.
Rockwell Automation made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #476 holding.
Archer Investment Corporation first reported a position in Rockwell Automation in Q4 2021 and has held it in 17 quarters since.
1,163 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.