Poehling Capital Management’s Adobe ADBE Stock Holding History

Poehling Capital Management’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.48M	Sell	12,095 -1,139	-9%	-$270K	0.53%	57
2026 Q1	$3.22M	Buy	13,234 +12,439	+1,565%	+$3.45M	0.68%	46
2025 Q4	$278K	Buy	+795	New	+$270K	0.06%	121
2022 Q2	–	Sell	-589	Closed	-$268K	–	126
2022 Q1	$268K	Buy	+589	New	+$283K	0.08%	129
2020 Q3	–	Sell	-842	Closed	-$367K	–	117
2020 Q2	$367K	Buy	+842	New	+$312K	0.2%	84
2018 Q3	–	Sell	-225	Closed	-$55K	–	107
2018 Q2	$55K	Hold	225	–	–	0.05%	141
2018 Q1	$49K	Buy	225 +25	+13%	+$5.08K	0.04%	145
2017 Q4	$35K	Buy	+200	New	+$34.4K	0.03%	162

Other funds holding ADBE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Poehling Capital Management's ADBE Position: Q2 2026 in Review

Poehling Capital Management reduced its Adobe (ADBE) stake by 8.6% in Q2 2026, selling an estimated $270K and leaving 12,095 shares worth $2.48M. The position accounts for 0.53% of the portfolio, ranked #57.

Poehling Capital Management first reported a position in ADBE in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.22M in Q1 2026. 645 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

Poehling Capital Management held 12,095 shares of Adobe worth $2.48M as of Q2 2026.
Poehling Capital Management sold 1,139 Adobe shares in Q2 2026, an estimated $270K.
Adobe made up 0.53% of Poehling Capital Management's portfolio in Q2 2026, its #57 holding.
Poehling Capital Management first reported a position in Adobe in Q4 2017 and has held it in 8 quarters since.
Poehling Capital Management's Adobe position peaked at $3.22M in Q1 2026.
645 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.