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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BKM Wealth Management's ROK Position: Q1 2026 in Review

BKM Wealth Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,018 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #114.

BKM Wealth Management first reported a position in ROK in Q4 2023 and has held it in 9 quarters since. The position peaked at $396K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • BKM Wealth Management held 1,018 shares of Rockwell Automation worth $365K as of Q1 2026.
  • BKM Wealth Management left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #114 holding.
  • BKM Wealth Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 9 quarters since.
  • BKM Wealth Management's Rockwell Automation position peaked at $396K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.