Pettyjohn Wood & White’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $376K | Buy |
1,047
+70
| +7% | +$27.6K | 0.06% | 158 |
|
|
2025
Q4 | $380K | Sell |
977
-5
| -0.5% | -$1.88K | 0.06% | 152 |
|
|
2025
Q3 | $343K | Hold |
982
| – | – | 0.06% | 152 |
|
|
2025
Q2 | $326K | Hold |
982
| – | – | 0.06% | 154 |
|
|
2025
Q1 | $254K | Hold |
982
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $281K | Hold |
982
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $264K | Hold |
982
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $270K | Hold |
982
| – | – | 0.05% | 172 |
|
|
2024
Q1 | $286K | Hold |
982
| – | – | 0.06% | 164 |
|
|
2023
Q4 | $305K | Hold |
982
| – | – | 0.07% | 156 |
|
|
2023
Q3 | $281K | Hold |
982
| – | – | 0.07% | 157 |
|
|
2023
Q2 | $324K | Hold |
982
| – | – | 0.07% | 144 |
|
|
2023
Q1 | $288K | Hold |
982
| – | – | 0.07% | 145 |
|
|
2022
Q4 | $253K | Hold |
982
| – | – | 0.06% | 151 |
|
|
2022
Q3 | $211K | Buy |
+982
| New | +$229K | 0.06% | 157 |
|
|
2022
Q2 | – | Sell |
-982
| Closed | -$275K | – | 170 |
|
|
2022
Q1 | $275K | Hold |
982
| – | – | 0.06% | 142 |
|
|
2021
Q4 | $343K | Hold |
982
| – | – | 0.07% | 134 |
|
|
2021
Q3 | $289K | Sell |
982
-113
| -10% | -$34.7K | 0.06% | 139 |
|
|
2021
Q2 | $313K | Hold |
1,095
| – | – | 0.07% | 138 |
|
|
2021
Q1 | $291K | Hold |
1,095
| – | – | 0.07% | 134 |
|
|
2020
Q4 | $275K | Hold |
1,095
| – | – | 0.07% | 131 |
|
|
2020
Q3 | $242K | Hold |
1,095
| – | – | 0.07% | 129 |
|
|
2020
Q2 | $233K | Buy |
+1,095
| New | +$212K | 0.07% | 125 |
|
|
2020
Q1 | – | Sell |
-1,095
| Closed | -$222K | – | 144 |
|
|
2019
Q4 | $222K | Sell |
1,095
-125
| -10% | -$23.2K | 0.06% | 145 |
|
|
2019
Q3 | $201K | Buy |
+1,220
| New | +$193K | 0.06% | 150 |
|
|
2019
Q2 | – | Sell |
-1,220
| Closed | -$214K | – | 149 |
|
|
2019
Q1 | $214K | Buy |
+1,220
| New | +$207K | 0.07% | 139 |
|
|
2018
Q4 | – | Sell |
-1,220
| Closed | -$229K | – | 146 |
|
|
2018
Q3 | $229K | Hold |
1,220
| – | – | 0.07% | 141 |
|
|
2018
Q2 | $203K | Hold |
1,220
| – | – | 0.07% | 148 |
|
|
2018
Q1 | $213K | Hold |
1,220
| – | – | 0.08% | 144 |
|
|
2017
Q4 | $240K | Hold |
1,220
| – | – | 0.09% | 132 |
|
|
2017
Q3 | $217K | Sell |
1,220
-390
| -24% | -$64.9K | 0.08% | 133 |
|
|
2017
Q2 | $261K | Hold |
1,610
| – | – | 0.1% | 121 |
|
|
2017
Q1 | $251K | Hold |
1,610
| – | – | 0.09% | 121 |
|
|
2016
Q4 | $216K | Buy |
+1,610
| New | +$206K | 0.08% | 126 |
|
|
2015
Q3 | – | Sell |
-1,610
| Closed | -$201K | – | 131 |
|
|
2015
Q2 | $201K | Buy |
+1,610
| New | +$194K | 0.08% | 127 |
|
|
2014
Q3 | – | Sell |
-1,610
| Closed | -$202K | – | 126 |
|
|
2014
Q2 | $202K | Hold |
1,610
| – | – | 0.09% | 120 |
|
|
2014
Q1 | $201K | Buy |
+1,610
| New | +$191K | 0.09% | 116 |
|
Other funds holding ROK
VCM
VPM
Pettyjohn Wood & White's ROK Position: Q1 2026 in Review
Pettyjohn Wood & White increased its Rockwell Automation (ROK) stake by 7.2% in Q1 2026, buying an estimated $27.6K and bringing the position to 1,047 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #158.
Pettyjohn Wood & White first reported a position in ROK in Q1 2014 and has held it in 37 quarters since. The position peaked at $380K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Pettyjohn Wood & White held 1,047 shares of Rockwell Automation worth $376K as of Q1 2026.
- Pettyjohn Wood & White bought 70 Rockwell Automation shares in Q1 2026, an estimated $27.6K.
- Rockwell Automation made up 0.06% of Pettyjohn Wood & White's portfolio in Q1 2026, its #158 holding.
- Pettyjohn Wood & White first reported a position in Rockwell Automation in Q1 2014 and has held it in 37 quarters since.
- Pettyjohn Wood & White's Rockwell Automation position peaked at $380K in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.