Pinnacle Wealth Management Advisory Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1631864
RED BANK, NJ
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,079,274
+$807,961 QoQ
Shares Held
2,180
+188.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#280
of 784 holders
Holding Since
Jun 2020
23 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $20,115,807 across 13 Specialty Industrial Machinery names. ROK ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
20,071 | $5,428,603 | |
| 2 | CMI |
Cummins Inc
|
4,427 | $3,157,380 | |
| 3 | SMERY |
Siemens Energy AG/ADR
|
61,985 | $2,364,107 | |
| 4 | GEV |
GE Vernova Inc.
|
1,878 | $2,206,387 | |
| 5 | ETN |
Eaton Corp plc
|
4,512 | $1,922,653 | |
| 6 | EMR |
Emerson Electric Co
|
7,978 | $1,142,050 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
2,180 | $1,079,274 | |
| 8 | PH |
Parker-Hannifin Corp
|
780 | $762,933 |
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,274 | 2,180 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,313 | 756 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,744 | 737 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $258,652 | 740 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $244,809 | 737 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $209,484 | 733 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $200,002 | 745 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $223,802 | 813 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $244,717 | 840 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $264,839 | 853 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $262,142 | 917 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $317,919 | 965 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $303,427 | 1,034 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $266,584 | 1,035 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $208,079 | 1,044 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $259,027 | 925 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $322,686 | 925 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $277,867 | 945 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $271,719 | 950 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $252,168 | 950 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $238,269 | 950 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $223,990 | 1,015 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $219,390 | 1,030 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||