Williams Jones Wealth Management, LLC.
Position in ROK — Rockwell Automation, Inc
CIK 1788587
New York, NY
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,669,272
+$29,016,126 QoQ
Shares Held
96,286
+85.3% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#119
of 1,527 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $461,703,627 across 14 Specialty Industrial Machinery names. ROK ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
530,610 | $226,103,532 | |
| 2 | DOV |
DOVER Corp
|
525,566 | $117,873,941 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
96,286 | $47,669,272 | |
| 4 | PH |
Parker-Hannifin Corp
|
19,042 | $18,625,361 | |
| 5 | EMR |
Emerson Electric Co
|
118,280 | $16,931,782 | |
| 6 | GEV |
GE Vernova Inc.
|
13,664 | $16,053,287 | |
| 7 | ITW |
Illinois Tool Works Inc
|
51,232 | $13,856,719 | |
| 8 | WTS |
Watts Water Technologies Inc
|
4,700 | $1,839,815 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,669,272 | 96,286 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,653,146 | 51,976 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,493,754 | 44,963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,373,377 | 43,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,940,342 | 44,978 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,685,424 | 49,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,938,794 | 55,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,513,229 | 57,786 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,571,674 | 74,730 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $34,864,917 | 119,675 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,559,304 | 98,426 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,288,086 | 84,962 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,234,370 | 64,454 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,818,655 | 64,129 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,471,343 | 63,949 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,444,206 | 67,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,990,427 | 65,177 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,880,755 | 63,853 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,308,259 | 63,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,884,130 | 64,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,623,620 | 65,113 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,364,023 | 65,416 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,112,786 | 64,243 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,187,958 | 64,292 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,827,321 | 64,917 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,893,328 | 125,196 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||