Baldwin Investment Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,368,152
+$1,644,055 QoQ
Shares Held
10,843
+4.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#392
of 1,527 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Baldwin Investment Management, LLC holds $15,996,369 across 8 Specialty Industrial Machinery names. ROK ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
17,394 | $7,411,931 | |
| 2 | ROK |
Rockwell Automation, Inc
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|
10,843 | $5,368,152 | |
| 3 | GEV |
GE Vernova Inc.
|
874 | $1,026,827 | |
| 4 | CMI |
Cummins Inc
|
1,225 | $873,682 | |
| 5 | PH |
Parker-Hannifin Corp
|
550 | $537,966 | |
| 6 | DOV |
DOVER Corp
|
1,450 | $325,206 | |
| 7 | EMR |
Emerson Electric Co
|
1,587 | $227,179 | |
| 8 | XYL |
Xylem Inc.
|
1,907 | $225,426 |
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,368,152 | 10,843 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,724,097 | 10,377 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,039,324 | 10,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,684,046 | 10,540 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,525,984 | 10,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $616,494 | 2,386 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $637,597 | 2,231 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $663,096 | 2,470 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $847,862 | 3,080 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,124,242 | 3,859 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,262,101 | 4,065 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,162,061 | 4,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $965,288 | 2,930 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $855,406 | 2,915 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $665,818 | 2,585 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $538,850 | 2,505 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,219 | 2,580 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $683,273 | 2,440 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $748,283 | 2,145 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $632,186 | 2,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $613,512 | 2,145 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $574,677 | 2,165 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $611,976 | 2,440 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||