Lmcg Investments, LLC’s Rockwell Automation Inc Position
Does Lmcg Investments, LLC own Rockwell Automation Inc (ROK)? Yes — 41.9K shares worth $15M (+0.90% of its 13F portfolio) as of Q1 2026, up from 41.5K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
41.9K
% of Portfolio
+0.90%
Quarters Held
17
currently held
Position History ROK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 41.9K | $15M | +0.90% |
| Q4 2025 | 41.5K | $16M | +0.92% |
| Q3 2025 | 41.6K | $15M | +0.85% |
| Q2 2025 | 41.9K | $14M | +0.87% |
| Q1 2025 | 44.1K | $11M | +0.76% |
| Q4 2024 | 46.0K | $13M | +0.81% |
| Q3 2024 | 47.0K | $13M | +0.76% |
| Q2 2024 | 47.1K | $13M | +0.75% |
| Q1 2024 | 47.4K | $14M | +0.81% |
| Q4 2023 | 47.3K | $15M | +0.91% |
| Q3 2023 | 47.3K | $14M | +0.91% |
| Q2 2023 | 48.3K | $16M | +1.03% |
| Q1 2023 | 48.3K | $14M | +0.94% |
| Q4 2022 | 48.6K | $13M | +0.87% |
| Q3 2022 | 48.2K | $10M | +0.76% |
| Q2 2022 | 48.1K | $10M | +0.66% |
| Q1 2022 | 39.1K | $11M | +0.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of ROK.