Tiemann Investment Advisors’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 | $224K | Sell |
623
-10
| -2% | -$3.95K | 0.09% | 177 |
|
|
2025
Q4 | $247K | Hold |
633
| – | – | 0.1% | 158 |
|
|
2025
Q3 | $221K | Sell |
633
-1
| -0.2% | -$345 | 0.08% | 186 |
|
|
2025
Q2 | $210K | Buy |
+634
| New | +$181K | 0.09% | 187 |
|
|
2024
Q3 | – | Sell |
-733
| Closed | -$202K | – | 204 |
|
|
2024
Q2 | $202K | Sell |
733
-254
| -26% | -$68.5K | 0.09% | 183 |
|
|
2024
Q1 | $288K | Hold |
987
| – | – | 0.13% | 143 |
|
|
2023
Q4 | $307K | Hold |
987
| – | – | 0.15% | 137 |
|
|
2023
Q3 | $282K | Hold |
987
| – | – | 0.15% | 136 |
|
|
2023
Q2 | $325K | Hold |
987
| – | – | 0.17% | 131 |
|
|
2023
Q1 | $290K | Hold |
987
| – | – | 0.16% | 143 |
|
|
2022
Q4 | $254K | Hold |
987
| – | – | 0.15% | 156 |
|
|
2022
Q3 | $212K | Hold |
987
| – | – | 0.14% | 160 |
|
|
2022
Q2 | $197K | Hold |
987
| – | – | 0.11% | 183 |
|
|
2022
Q1 | $276K | Sell |
987
-375
| -28% | -$108K | 0.13% | 162 |
|
|
2021
Q4 | $475K | Sell |
1,362
-4
| -0.3% | -$1.32K | 0.2% | 112 |
|
|
2021
Q3 | $402K | Hold |
1,366
| – | – | 0.19% | 122 |
|
|
2021
Q2 | $391K | Sell |
1,366
-89
| -6% | -$24K | 0.18% | 130 |
|
|
2021
Q1 | $386K | Hold |
1,455
| – | – | 0.19% | 127 |
|
|
2020
Q4 | $365K | Hold |
1,455
| – | – | 0.19% | 120 |
|
|
2020
Q3 | $321K | Hold |
1,455
| – | – | 0.2% | 126 |
|
|
2020
Q2 | $310K | Hold |
1,455
| – | – | 0.21% | 124 |
|
|
2020
Q1 | $220K | Hold |
1,455
| – | – | 0.19% | 138 |
|
|
2019
Q4 | $295K | Sell |
1,455
-30
| -2% | -$5.56K | 0.2% | 130 |
|
|
2019
Q3 | $245K | Sell |
1,485
-100
| -6% | -$15.8K | 0.18% | 150 |
|
|
2019
Q2 | $260K | Hold |
1,585
| – | – | 0.19% | 147 |
|
|
2019
Q1 | $278K | Hold |
1,585
| – | – | 0.21% | 130 |
|
|
2018
Q4 | $239K | Hold |
1,585
| – | – | 0.21% | 139 |
|
|
2018
Q3 | $297K | Hold |
1,585
| – | – | 0.23% | 123 |
|
|
2018
Q2 | $263K | Hold |
1,585
| – | – | 0.21% | 138 |
|
|
2018
Q1 | $276K | Buy |
1,585
+10
| +0.6% | +$1.9K | 0.22% | 131 |
|
|
2017
Q4 | $309K | Hold |
1,575
| – | – | 0.25% | 119 |
|
|
2017
Q3 | $281K | Hold |
1,575
| – | – | 0.24% | 127 |
|
|
2017
Q2 | $255K | Hold |
1,575
| – | – | 0.23% | 131 |
|
|
2017
Q1 | $245K | Buy |
1,575
+50
| +3% | +$7.47K | 0.23% | 131 |
|
|
2016
Q4 | $205K | Buy |
+1,525
| New | +$195K | 0.2% | 146 |
|
Other funds holding ROK
VCM
VPM
Tiemann Investment Advisors's ROK Position: Q1 2026 in Review
Tiemann Investment Advisors reduced its Rockwell Automation (ROK) stake by 1.6% in Q1 2026, selling an estimated $3.95K and leaving 623 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #177.
Tiemann Investment Advisors first reported a position in ROK in Q4 2016 and has held it in 35 quarters since. The position peaked at $475K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Tiemann Investment Advisors held 623 shares of Rockwell Automation worth $224K as of Q1 2026.
- Tiemann Investment Advisors sold 10 Rockwell Automation shares in Q1 2026, an estimated $3.95K.
- Rockwell Automation made up 0.09% of Tiemann Investment Advisors's portfolio in Q1 2026, its #177 holding.
- Tiemann Investment Advisors first reported a position in Rockwell Automation in Q4 2016 and has held it in 35 quarters since.
- Tiemann Investment Advisors's Rockwell Automation position peaked at $475K in Q4 2021.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.