Jeremy Grantham's ROK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,826 shares of Rockwell Automation, Inc. (ROK) worth $4.21 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ROK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 521,000 shares. Largest reduction occurred in Q4 2017, reducing 359,909 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,826 | New Buy | 10,826 | $389.07 |
| Q1 2025 | -9,229 | Sold Out | 0 | $0.00 |
| Q4 2024 | +6,806 | Add 280.89% | 9,229 | $285.79 |
| Q2 2024 | -219 | Reduce 8.29% | 2,423 | $275.28 |
| Q3 2023 | -707 | Reduce 21.11% | 2,642 | $285.87 |
| Q4 2022 | -297 | Reduce 8.15% | 3,349 | $257.57 |
| Q3 2022 | +3,646 | New Buy | 3,646 | $215.03 |
| Q3 2019 | -15,300 | Sold Out | 0 | $0.00 |
| Q2 2019 | -500 | Reduce 3.16% | 15,300 | $163.86 |
| Q1 2019 | +15,800 | New Buy | 15,800 | $175.44 |
| Q4 2018 | -2,794 | Sold Out | 0 | $0.00 |
| Q2 2018 | -100 | Reduce 3.46% | 2,794 | $166.07 |
| Q1 2018 | +1,200 | Add 70.84% | 2,894 | $174.15 |
| Q4 2017 | -359,909 | Reduce 99.53% | 1,694 | $196.58 |
| Q3 2017 | -34,193 | Reduce 8.64% | 361,603 | $178.21 |
| Q2 2017 | +11,700 | Add 3.05% | 395,796 | $161.96 |
| Q1 2017 | -112,306 | Reduce 22.62% | 384,096 | $155.71 |
| Q4 2016 | +29,804 | Add 6.39% | 496,402 | $134.40 |
| Q3 2016 | -101,025 | Reduce 17.80% | 466,598 | $122.34 |
| Q2 2016 | -6,671 | Reduce 1.16% | 567,623 | $114.82 |
| Q1 2016 | -3,600 | Reduce 0.62% | 574,294 | $113.75 |
| Q4 2015 | -63,481 | Reduce 9.90% | 577,894 | $102.61 |
| Q3 2015 | -26,061 | Reduce 3.90% | 641,375 | $101.47 |
| Q2 2015 | -101,664 | Reduce 13.22% | 667,436 | $124.64 |
| Q1 2015 | -39,159 | Reduce 4.84% | 769,100 | $115.99 |
| Q4 2014 | -16,016 | Reduce 1.94% | 808,259 | $111.20 |
| Q3 2014 | +113,675 | Add 16.00% | 824,275 | $109.88 |
| Q2 2014 | +521,000 | Add 274.79% | 710,600 | $125.16 |
| Q1 2014 | +189,600 | New Buy | 189,600 | $124.55 |
Jeremy Grantham's Rockwell Automation Investment FAQs
Jeremy Grantham first purchased Rockwell Automation, Inc. (ROK) in Q1 2014, acquiring 189,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Rockwell Automation, Inc. (ROK) for 35 quarters since Q1 2014.
Jeremy Grantham's largest addition to Rockwell Automation, Inc. (ROK) was in Q2 2014, adding 710,600 shares worth $88.94 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,826 shares of Rockwell Automation, Inc. (ROK), valued at approximately $4.21 M.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Rockwell Automation, Inc. (ROK) was 824,275 shares, as reported at the end of Q3 2014.