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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
2025
Q4 		– Sell
-36,000
Closed -$12.6M – 1693
2025
Q3 		$12.6M Buy
+36,000
New +$12.4M 0.06% 263

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LMR Partners's ROK Position: Q2 2026 in Review

LMR Partners increased its Rockwell Automation (ROK) stake by 23% in Q2 2026, buying an estimated $148K and bringing the position to 1,790 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

LMR Partners first reported a position in ROK in Q2 2014 and has held it in 15 quarters since. The position peaked at $7.06M in Q2 2020. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • LMR Partners held 1,790 shares of Rockwell Automation worth $886K as of Q2 2026.
  • LMR Partners bought 340 Rockwell Automation shares in Q2 2026, an estimated $148K.
  • Rockwell Automation made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1076 holding.
  • LMR Partners first reported a position in Rockwell Automation in Q2 2014 and has held it in 15 quarters since.
  • LMR Partners's Rockwell Automation position peaked at $7.06M in Q2 2020.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.