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Livermore
Livermore
ZHEN

WJ Wealth Management, LLC

SEC CIK
0001801674
Latest filing
Aug 3, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by WJ Wealth Management, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of ROK by WJ Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,040−100.0%Sold outHolders
Q3 20251,040$383.1K0.2%−1,040−50.0%ReducedHolders
Q2 20252,080$690.9K0.2%00.0%UnchangedHolders
Q1 20252,080$537.4K0.2%00.0%UnchangedHolders
Q4 20242,080$594.4K0.2%00.0%UnchangedHolders
Q3 20242,080$558.4K0.2%00.0%UnchangedHolders
Q2 20242,080$572.6K0.2%00.0%UnchangedHolders
Q1 20242,080$606.0K0.2%00.0%UnchangedHolders
Q4 20232,080$645.8K0.3%00.0%UnchangedHolders
Q3 20232,080$594.6K0.3%00.0%UnchangedHolders
Q2 20232,080$685.3K0.3%+1,040+100.0%AddedHolders
Q1 20231,040$305.2K0.2%−1,040−50.0%ReducedHolders
Q4 20222,080$535.7K0.3%00.0%UnchangedHolders
Q3 20222,080$448.0K0.3%00.0%UnchangedHolders
Q2 20222,080$414.0K0.3%+1,034+98.9%AddedHolders
Q1 20221,046$293.0K0.2%00.0%UnchangedHolders
Q4 20211,046$365.0K0.2%+6+0.6%AddedHolders
Q3 20211,040$306.0K0.2%00.0%UnchangedHolders
Q2 20211,040$297.0K0.9%00.0%UnchangedHolders
Q1 20211,040$276.0K0.9%––Holders

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