AIM
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Axiom Investment Management’s Rockwell Automation ROK Stock Holding History

Axiom Investment Management’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 		$8.91K Hold
18
– – 0.01% 367
2026
Q1 		$6.46K Buy
+18
New +$7.1K ﹤0.01% 335
2022
Q4 		– Sell
-254
Closed -$55K – 354
2022
Q3 		$55K Buy
+254
New +$59.2K 0.11% 147
2019
Q3 		– Sell
-1,352
Closed -$220K – 375
2019
Q2 		$220K Buy
1,352
+158
+13% +$26.7K 0.04% 336
2019
Q1 		$209K Buy
+1,194
New +$203K 0.04% 336

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axiom Investment Management's ROK Position: Q2 2026 in Review

Axiom Investment Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 18 shares worth $8.91K. The position accounts for 0.01% of the portfolio, ranked #367.

Axiom Investment Management first reported a position in ROK in Q1 2019 and has held it in 5 quarters since. The position peaked at $220K in Q2 2019. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Axiom Investment Management held 18 shares of Rockwell Automation worth $8.91K as of Q2 2026.
  • Axiom Investment Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #367 holding.
  • Axiom Investment Management first reported a position in Rockwell Automation in Q1 2019 and has held it in 5 quarters since.
  • Axiom Investment Management's Rockwell Automation position peaked at $220K in Q2 2019.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.