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BKM Wealth Management’s Rockwell Automation ROK Stock Holding History

BKM Wealth 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 		$504K Hold
1,018
– – 0.18% 105
2026
Q1 		$365K Hold
1,018
– – 0.13% 114
2025
Q4 		$396K Hold
1,018
– – 0.14% 112
2025
Q3 		$356K Hold
1,018
– – 0.13% 117
2025
Q2 		$338K Hold
1,018
– – 0.13% 121
2025
Q1 		$263K Buy
1,018
+20
+2% +$5.57K 0.11% 134
2024
Q4 		$285K Hold
998
– – 0.12% 139
2024
Q3 		$268K Buy
+998
New +$265K 0.11% 141
2024
Q2 		– Sell
-1,012
Closed -$295K – 188
2024
Q1 		$295K Buy
1,012
+5
+0.5% +$1.44K 0.13% 134
2023
Q4 		$313K Buy
+1,007
New +$282K 0.13% 130

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

BKM Wealth Management's ROK Position: Q2 2026 in Review

BKM Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,018 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #105.

BKM Wealth Management first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • BKM Wealth Management held 1,018 shares of Rockwell Automation worth $504K as of Q2 2026.
  • BKM Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.18% of BKM Wealth Management's portfolio in Q2 2026, its #105 holding.
  • BKM Wealth Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.