GRIMES & Co WEALTH MANAGEMENT, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1321993
WESTBOROUGH, MA
Position in ROK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$843,616
+$171,075 QoQ
Shares Held
1,704
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#746
of 1,527 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $63,853,911 across 12 Specialty Industrial Machinery names. ROK ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
59,256 | $25,250,166 | |
| 2 | GNRC |
Generac Holdings Inc.
|
33,633 | $9,848,078 | |
| 3 | AME |
Ametek Inc/
|
30,429 | $7,361,991 | |
| 4 | XYL |
Xylem Inc.
|
56,507 | $6,679,691 | |
| 5 | GEV |
GE Vernova Inc.
|
5,656 | $6,645,007 | |
| 6 | ITW |
Illinois Tool Works Inc
|
9,947 | $2,690,364 | |
| 7 | GGG |
Graco Inc
|
26,137 | $1,976,218 | |
| 8 | EMR |
Emerson Electric Co
|
9,861 | $1,411,601 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,616 | 1,704 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $672,541 | 1,874 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $733,396 | 1,885 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $657,116 | 1,880 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $630,126 | 1,897 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $546,473 | 2,115 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $593,014 | 2,075 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $567,524 | 2,114 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $577,812 | 2,099 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $610,336 | 2,095 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $649,213 | 2,091 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $604,043 | 2,113 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $695,468 | 2,111 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $619,472 | 2,111 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $596,016 | 2,314 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $519,275 | 2,414 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $481,134 | 2,414 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $561,740 | 2,006 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $699,793 | 2,006 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $589,844 | 2,006 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $619,805 | 2,167 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $574,943 | 2,166 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $327,307 | 1,305 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $287,766 | 1,304 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $277,752 | 1,304 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||