Meridian Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1697300
LEXINGTON, KY
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$572,807
+$148,970 QoQ
Shares Held
1,157
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#870
of 1,525 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. ROK ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
|
32,488 | $325,854 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,807 | 1,157 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $423,837 | 1,181 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $576,212 | 1,481 | Shares | Sole | 2026-02-04 | |
| 2023-12-31 | $585,254 | 1,885 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,058,862 | 3,704 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $356,794 | 1,083 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||