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KCM Investment Advisors’s Rockwell Automation ROK Stock Holding History

KCM Investment Advisors’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 		$218K Buy
608
+91
+18% +$35.9K 0.01% 379
2025
Q4 		$201K Buy
+517
New +$194K 0.01% 389
2021
Q1 		– Sell
-920
Closed -$231K – 378
2020
Q4 		$231K Hold
920
– – 0.01% 322
2020
Q3 		$203K Buy
+920
New +$206K 0.01% 310
2020
Q1 		– Sell
-2,975
Closed -$603K – 334
2019
Q4 		$603K Hold
2,975
– – 0.03% 222
2019
Q3 		$490K Hold
2,975
– – 0.03% 239
2019
Q2 		$487K Hold
2,975
– – 0.03% 235
2019
Q1 		$522K Buy
2,975
+1,615
+119% +$275K 0.03% 218
2018
Q4 		$205K Sell
1,360
-1,023
-43% -$171K 0.01% 467
2018
Q3 		$447K Buy
2,383
+39
+2% +$6.98K 0.03% 371
2018
Q2 		$390K Buy
2,344
+1
+0% +$174 0.02% 391
2018
Q1 		$408K Buy
2,343
+983
+72% +$187K 0.02% 386
2017
Q4 		$267K Hold
1,360
– – 0.02% 456
2017
Q3 		$242K Hold
1,360
– – 0.01% 472
2017
Q2 		$220K Sell
1,360
-28
-2% -$4.42K 0.01% 502
2017
Q1 		$216K Buy
+1,388
New +$207K 0.01% 509
2015
Q3 		– Sell
-1,793
Closed -$223K – 545
2015
Q2 		$223K Hold
1,793
– – 0.02% 494
2015
Q1 		$208K Buy
+1,793
New +$202K 0.02% 499
2014
Q4 		– Sell
-2,931
Closed -$322K – 529
2014
Q3 		$322K Buy
2,931
+9
+0.3% +$1.06K 0.03% 392
2014
Q2 		$366K Buy
2,922
+528
+22% +$65K 0.03% 372
2014
Q1 		$298K Buy
2,394
+612
+34% +$72.7K 0.03% 377
2013
Q4 		$211K Buy
+1,782
New +$198K 0.02% 424

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

KCM Investment Advisors's ROK Position: Q1 2026 in Review

KCM Investment Advisors increased its Rockwell Automation (ROK) stake by 18% in Q1 2026, buying an estimated $35.9K and bringing the position to 608 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #379.

KCM Investment Advisors first reported a position in ROK in Q4 2013 and has held it in 22 quarters since. The position peaked at $603K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • KCM Investment Advisors held 608 shares of Rockwell Automation worth $218K as of Q1 2026.
  • KCM Investment Advisors bought 91 Rockwell Automation shares in Q1 2026, an estimated $35.9K.
  • Rockwell Automation made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #379 holding.
  • KCM Investment Advisors first reported a position in Rockwell Automation in Q4 2013 and has held it in 22 quarters since.
  • KCM Investment Advisors's Rockwell Automation position peaked at $603K in Q4 2019.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.