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Rockwell Automation shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Rockwell Automation

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All positions including Rockwell Automation held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 998 268.46
2024-03-31 $295k 1.0k 291.33
2023-12-31 $313k 1.0k 310.48

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Top funds holding Rockwell Automation

Vanguard Group
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BlackRock
T. Rowe Price Associates
State Street Corporation
Geode Capital Management
Lazard Asset Management
Morgan Stanley
Amundi
Charles Schwab Investment Management
Goldman Sachs Group
Bank of America Corporation
Invesco
Northern Trust
Alecta Pensionsforsakring, Omsesidigt

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