Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$482,207
+$132,658 QoQ
Shares Held
974
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#934
of 1,527 holders
Holding Since
Dec 2022
15 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, 2026FMB WEALTH MANAGEMENT holds $482,207 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
974 | $482,207 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,207 | 974 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $349,549 | 974 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $390,237 | 1,003 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $350,577 | 1,003 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $333,165 | 1,003 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $259,671 | 1,005 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $286,932 | 1,004 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $268,996 | 1,002 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $275,555 | 1,001 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $291,329 | 1,000 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $310,790 | 1,001 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $285,870 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2023-06-30 | $329,450 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2023-03-31 | $293,450 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2022-12-31 | $257,570 | 1,000 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||