Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,176,805
+$325,183 QoQ
Shares Held
2,377
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#675
of 1,538 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Western Wealth Management, LLC holds $21,770,124 across 10 Specialty Industrial Machinery names. ROK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,839 | $6,860,007 | |
| 2 | ETN |
Eaton Corp plc
|
12,346 | $5,260,877 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,446 | $3,370,601 | |
| 4 | CMI |
Cummins Inc
|
2,749 | $1,960,613 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
2,377 | $1,176,805 | |
| 6 | EMR |
Emerson Electric Co
|
7,131 | $1,020,802 | |
| 7 | OTIS |
Otis Worldwide Corp
|
11,462 | $820,679 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,974 | $804,377 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,805 | 2,377 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $851,622 | 2,373 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $969,173 | 2,491 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $902,136 | 2,581 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $881,247 | 2,653 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $744,134 | 2,880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $835,364 | 2,923 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $770,480 | 2,870 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $763,626 | 2,774 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $756,292 | 2,596 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,538,117 | 4,954 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,470,515 | 5,144 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,699,632 | 5,159 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,511,854 | 5,152 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,320,561 | 5,127 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,761,367 | 12,837 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,246,622 | 11,272 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,235,466 | 11,554 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,426,251 | 6,955 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,985,836 | 6,943 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||