Buckhead Capital Management’s Rockwell Automation ROK Stock Holding History

Buckhead Capital 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	$3.06M	Sell	8,533 -557	-6%	-$220K	1.15%	35
2025 Q4	$3.54M	Sell	9,090 -331	-4%	-$124K	1.27%	31
2025 Q3	$3.29M	Sell	9,421 -2,261	-19%	-$781K	1.2%	36
2025 Q2	$3.88M	Sell	11,682 -4,440	-28%	-$1.26M	1.5%	26
2025 Q1	$4.17M	Buy	16,122 +341	+2%	+$94.9K	1.34%	31
2024 Q4	$4.51M	Buy	15,781 +1,965	+14%	+$553K	1.44%	31
2024 Q3	$3.71M	Buy	13,816 +1,150	+9%	+$305K	1.17%	39
2024 Q2	$3.49M	Buy	+12,666	New	+$3.42M	1.18%	38

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckhead Capital Management's ROK Position: Q1 2026 in Review

Buckhead Capital Management reduced its Rockwell Automation (ROK) stake by 6.1% in Q1 2026, selling an estimated $220K and leaving 8,533 shares worth $3.06M. The position accounts for 1.15% of the portfolio, ranked #35.

Buckhead Capital Management first reported a position in ROK in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.51M in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Buckhead Capital Management held 8,533 shares of Rockwell Automation worth $3.06M as of Q1 2026.
Buckhead Capital Management sold 557 Rockwell Automation shares in Q1 2026, an estimated $220K.
Rockwell Automation made up 1.15% of Buckhead Capital Management's portfolio in Q1 2026, its #35 holding.
Buckhead Capital Management first reported a position in Rockwell Automation in Q2 2024 and has held it in 8 quarters since.
Buckhead Capital Management's Rockwell Automation position peaked at $4.51M in Q4 2024.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.