Williams Jones Wealth Management, LLC.

Position in ROK — Rockwell Automation, Inc

CIK 1788587 New York, NY

Position in ROK

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$18,653,146

+$1,159,392 QoQ

Shares Held

51,976

+15.6% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Williams Jones Wealth Management, LLC. holds $371,425,728 across 12 Specialty Industrial Machinery names. ROK ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	512,646	$183,358,094
2	DOV	DOVER Corp	525,891	$109,621,978
3	ROK	Rockwell Automation, Inc This page	51,976	$18,653,146
4	PH	Parker-Hannifin Corp	18,795	$16,826,035
5	EMR	Emerson Electric Co	118,324	$15,502,810
6	ITW	Illinois Tool Works Inc	51,548	$13,417,428
7	GEV	GE Vernova Inc.	12,310	$10,745,399
8	WTS	Watts Water Technologies Inc	4,700	$1,364,363

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,653,146	51,976	+15.6%	Shares	Sole	2026-05-05
2025-12-31	$17,493,754	44,963	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$15,373,377	43,983	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$14,940,342	44,978	-8.4%	Shares	Sole	2025-08-14
2025-03-31	$12,685,424	49,096	-12.0%	Shares	Sole	2025-05-15
2024-12-31	$15,938,794	55,771	-3.5%	Shares	Sole	2025-02-14
2024-09-30	$15,513,229	57,786	-22.7%	Shares	Sole	2024-11-14
2024-06-30	$20,571,674	74,730	-37.6%	Shares	Sole	2024-08-05
2024-03-31	$34,864,917	119,675	+21.6%	Shares	Sole	2024-05-07
2023-12-31	$30,559,304	98,426	+15.8%	Shares	Sole	2024-02-14
2023-09-30	$24,288,086	84,962	+31.8%	Shares	Sole	2023-11-14
2023-06-30	$21,234,370	64,454	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$18,818,655	64,129	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$16,471,343	63,949	-4.8%	Shares	Sole	2023-02-14
2022-09-30	$14,444,206	67,148	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$12,990,427	65,177	+2.1%	Shares	Sole	2022-08-15
2022-03-31	$17,880,755	63,853	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$22,308,259	63,948	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$18,884,130	64,223	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$18,623,620	65,113	-0.5%	Shares	Sole	2021-08-16
2021-03-31	$17,364,023	65,416	+1.8%	Shares	Sole	2021-05-17
2020-12-31	$16,112,786	64,243	-0.1%	Shares	Sole	2021-02-16
2020-09-30	$14,187,958	64,292	-1.0%	Shares	Sole	2020-11-13
2020-06-30	$13,827,321	64,917	-48.1%	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.