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LMR Partners’s Rockwell Automation ROK Stock Holding History

LMR Partners’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 		$520K Buy
+1,450
New +$572K ﹤0.01% 1080
2025
Q4 		– Sell
-7,693
Closed -$2.69M – 1692
2025
Q3 		$2.69M Buy
+7,693
New +$2.66M 0.01% 657
2023
Q1 		– Sell
-822
Closed -$212K – 1153
2022
Q4 		$212K Buy
+822
New +$206K ﹤0.01% 990
2020
Q3 		– Sell
-33,145
Closed -$7.06M – 603
2020
Q2 		$7.06M Buy
+33,145
New +$6.41M 0.18% 80
2020
Q1 		– Sell
-2,009
Closed -$407 – 414
2019
Q4 		$407 Buy
+2,009
New +$372K ﹤0.01% 321
2018
Q3 		– Sell
-1,963
Closed -$326K – 479
2018
Q2 		$326K Sell
1,963
-7,178
-79% -$1.25M 0.02% 337
2018
Q1 		$1.79M Hold
9,141
– – 0.18% 108
2017
Q4 		$1.79M Buy
9,141
+4,268
+88% +$814K 0.18% 108
2017
Q3 		$868K Sell
4,873
-9,029
-65% -$1.5M 0.09% 116
2017
Q2 		$2.25M Buy
+13,902
New +$2.19M 0.14% 146
2017
Q1 		– Sell
-5,627
Closed -$757K – 464
2016
Q4 		$757K Buy
+5,627
New +$719K 0.12% 188
2016
Q3 		– Sell
-3,054
Closed -$351K – 457
2016
Q2 		$351K Buy
+3,054
New +$350K 0.05% 328
2015
Q3 		– Sell
-7,729
Closed -$964K – 455
2015
Q2 		$964K Buy
+7,729
New +$931K 0.12% 225
2014
Q3 		– Sell
-19,025
Closed -$2.38M – 458
2014
Q2 		$2.38M Buy
+19,025
New +$2.34M 0.2% 137

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

LMR Partners's ROK Position: Q1 2026 in Review

LMR Partners opened a new position in Rockwell Automation (ROK) in Q1 2026: 1,450 shares worth $520K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: LMR Partners previously reported a position in ROK as recently as Q3 2025.

LMR Partners first reported a position in ROK in Q2 2014 and has held it in 14 quarters since. The position peaked at $7.06M in Q2 2020. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • LMR Partners held 1,450 shares of Rockwell Automation worth $520K as of Q1 2026.
  • Rockwell Automation was a new LMR Partners position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1080 holding.
  • LMR Partners first reported a position in Rockwell Automation in Q2 2014 and has held it in 14 quarters since.
  • LMR Partners's Rockwell Automation position peaked at $7.06M in Q2 2020.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.