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Rockwell Automation shares owned by Bourgeon Capital Management

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

Historical chart of Bourgeon Capital Management investment in Rockwell Automation

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

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Quarterly reported holdings in Rockwell Automation by Bourgeon Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $629k 1.8k 358.88
2021-09-30 $53k 180 294.44
2021-06-30 $54k 190 284.21
2021-03-31 $814k 3.1k 265.58
2020-12-31 $6.7M 27k 250.81
2020-09-30 $7.9M 36k 220.67
2020-06-30 $7.7M 36k 213.01
2020-03-31 $5.0M 33k 150.91
2018-12-31 $925k 6.1k 150.53