CJL
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Cyrus J. Lawrence’s Rockwell Automation ROK Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		– Sell
-1,458
Closed -$416K – 142
2024
Q4 		$416K Hold
1,458
– – 0.08% 55
2024
Q3 		$391K Sell
1,458
-94
-6% -$25K 0.08% 53
2024
Q2 		$427K Sell
1,552
-25,631
-94% -$6.92M 0.09% 55
2024
Q1 		$7.92M Buy
+27,183
New +$7.83M 1.76% 27
2023
Q3 		$7.55M Buy
26,411
+393
+2% +$122K 2.07% 21
2023
Q2 		$8.57M Buy
26,018
+89
+0.3% +$25.7K 1.85% 15
2023
Q1 		$7.61M Sell
25,929
-127
-0.5% -$36.1K 2.21% 19
2022
Q4 		$6.71M Buy
26,056
+7,885
+43% +$1.98M 2% 25
2022
Q3 		$3.91M Sell
18,171
-362
-2% -$84.4K 0.77% 36
2022
Q2 		$3.69M Sell
18,533
-1,676
-8% -$378K 1.07% 33
2022
Q1 		$5.66M Buy
+20,209
New +$5.81M 1.3% 34

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cyrus J. Lawrence's ROK Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 1,458 shares — an estimated $416K sold.

Cyrus J. Lawrence first reported a position in ROK in Q1 2022 and held it in 11 quarters. The position peaked at $8.57M in Q2 2023. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

  • Cyrus J. Lawrence reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
  • Cyrus J. Lawrence sold 1,458 Rockwell Automation shares in Q1 2025, an estimated $416K.
  • Cyrus J. Lawrence first reported a position in Rockwell Automation in Q1 2022 and held it in 11 quarters.
  • Cyrus J. Lawrence's Rockwell Automation position peaked at $8.57M in Q2 2023.
  • 1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.