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Poehling Capital Management’s Baxter International BAX Stock Holding History

Poehling Capital Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+9,412
New +$175K 0.04% 161
2025
Q4 		– Sell
-16,034
Closed -$365K – 142
2025
Q3 		$365K Sell
16,034
-348
-2% -$8.83K 0.08% 113
2025
Q2 		$496K Buy
16,382
+319
+2% +$9.67K 0.12% 94
2025
Q1 		$550K Buy
16,063
+112
+0.7% +$3.66K 0.14% 92
2024
Q4 		$465K Sell
15,951
-36
-0.2% -$1.21K 0.11% 98
2024
Q3 		$607K Sell
15,987
-777
-5% -$28.5K 0.16% 87
2024
Q2 		$561K Sell
16,764
-58
-0.3% -$2.14K 0.15% 90
2024
Q1 		$719K Buy
+16,822
New +$684K 0.19% 80
2018
Q3 		– Sell
-433
Closed -$32K – 118
2018
Q2 		$32K Hold
433
– – 0.03% 173
2018
Q1 		$28K Hold
433
– – 0.02% 177
2017
Q4 		$28K Buy
+433
New +$27.8K 0.02% 172

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Poehling Capital Management opened a new position in Baxter International (BAX) in Q2 2026: 9,412 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in BAX as recently as Q3 2025.

Poehling Capital Management first reported a position in BAX in Q4 2017 and has held it in 11 quarters since. The position peaked at $719K in Q1 2024. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Poehling Capital Management held 9,412 shares of Baxter International worth $201K as of Q2 2026.
  • Baxter International was a new Poehling Capital Management position in Q2 2026.
  • Baxter International made up 0.04% of Poehling Capital Management's portfolio in Q2 2026, its #161 holding.
  • Poehling Capital Management first reported a position in Baxter International in Q4 2017 and has held it in 11 quarters since.
  • Poehling Capital Management's Baxter International position peaked at $719K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

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