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Salomon & Ludwin’s Rockwell Automation ROK Stock Holding History

Salomon & Ludwin’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 		$14.6K Hold
40
– – ﹤0.01% 1303
2025
Q4 		$16.2K Hold
40
– – ﹤0.01% 1066
2025
Q3 		$14K Buy
+40
New +$13.8K ﹤0.01% 1055

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

Salomon & Ludwin's ROK Position: Q1 2026 in Review

Salomon & Ludwin held its Rockwell Automation (ROK) position steady in Q1 2026 at 40 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Salomon & Ludwin first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.2K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Salomon & Ludwin held 40 shares of Rockwell Automation worth $14.6K as of Q1 2026.
  • Salomon & Ludwin left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1303 holding.
  • Salomon & Ludwin first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Rockwell Automation position peaked at $16.2K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.