Position in ROK
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$851,622
-$117,551 QoQ
Shares Held
2,373
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $17,850,802 across 26 Specialty Industrial Machinery names. ROK ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,615 | $4,901,332 | |
| 2 | ETN |
Eaton Corp plc
|
11,675 | $4,175,797 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,379 | $3,025,015 | |
| 4 | CMI |
Cummins Inc
|
2,704 | $1,454,805 | |
| 5 | EMR |
Emerson Electric Co
|
7,673 | $1,005,316 | |
| 6 | OTIS |
Otis Worldwide Corp
|
12,471 | $961,264 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
2,373 | $851,622 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,043 | $531,772 |
All Filings in ROK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||