Apollon Wealth Management Boosts Rockwell Automation Holdings

The investment firm increased its stake in the industrial automation company by over 119% in Q4 2025.

Apr. 11, 2026 at 7:14am

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An extreme close-up of industrial machinery and components in muted metallic tones, conveying the complex, high-tech nature of Rockwell Automation's automation solutions.Apollon Wealth Management's increased stake in Rockwell Automation reflects growing investor confidence in the industrial automation company's technological innovations and market leadership.Today in Milwaukee

Apollon Wealth Management LLC increased its holdings in Rockwell Automation, Inc. (NYSE:ROK) by 119.3% in the fourth quarter, according to the company's recent SEC filing. The institutional investor now owns 27,892 shares of the industrial products company's stock, valued at $10.85 million.

Why it matters

Rockwell Automation is a leading provider of industrial automation and digital transformation solutions, making it an attractive investment for firms like Apollon Wealth Management. This sizable increase in Apollon's stake suggests the firm sees strong growth potential in Rockwell's business.

The details

Apollon Wealth Management acquired an additional 15,174 shares of Rockwell Automation in Q4 2025, bringing its total holdings to 27,892 shares. The firm cited Rockwell's strong market position, innovative product portfolio, and growth prospects as key factors behind the increased investment.

  • Apollon Wealth Management filed its Q4 2025 13F report on April 11, 2026, disclosing the increased Rockwell Automation stake.

The players

Apollon Wealth Management LLC

An institutional investment firm that manages over $2.5 billion in assets for clients.

Rockwell Automation, Inc.

A global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin.

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The takeaway

Apollon Wealth Management's substantial increase in its Rockwell Automation holdings signals the firm's confidence in the industrial automation company's long-term growth potential. This move reflects broader investor interest in Rockwell's innovative solutions and leadership position in the automation technology market.