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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
47,895
Value
$23.7M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ROK by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,895$23.7M0.1%+13,425+38.9%AddedHolders
Q1 202634,470$12.4M<0.1%+4,696+15.8%AddedHolders
Q4 202529,774$11.6M<0.1%+8,078+37.2%AddedHolders
Q3 202521,696$7.58M<0.1%+605+2.9%AddedHolders
Q2 202521,091$7.01M<0.1%+1,970+10.3%AddedHolders
Q1 202519,121$4.94M<0.1%−15,877−45.4%ReducedHolders
Q4 202434,998$10.0M0.1%+16,296+87.1%AddedHolders
Q3 202418,702$5.02M<0.1%−1,180−5.9%ReducedHolders
Q2 202419,882$5.47M<0.1%+134+0.7%AddedHolders
Q1 202419,748$5.75M0.1%+14,695+290.8%AddedHolders
Q4 20235,053$1.56M<0.1%+395+8.5%AddedHolders
Q3 20234,658$1.33M<0.1%−6,519−58.3%ReducedHolders
Q2 202311,177$3.68M<0.1%+311+2.9%AddedHolders
Q1 202310,866$3.18M<0.1%+1,327+13.9%AddedHolders
Q4 20229,539$786.8K<0.1%+5,175+118.6%AddedHolders
Q3 20224,364$939.0K<0.1%−7−0.2%ReducedHolders
Q2 20224,371$871.0K<0.1%+4,371NewHolders
Q1 20220$00.0%−8,532−100.0%Sold outHolders
Q4 20218,532$2.98M<0.1%−1,264−12.9%ReducedHolders
Q3 20219,796$2.88M0.1%+3,265+50.0%AddedHolders
Q2 20216,531$1.87M<0.1%+1,338+25.8%AddedHolders
Q1 20215,193$1.38M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.