Polen Capital Management
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Polen Capital Management’s Armstrong World Industries AWI Stock Holding History

Polen Capital Management’s Portfolio AWI Stock Details AWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,511
Closed -$289K – 231
2025
Q4 		$289K Buy
1,511
+324
+27% +$61.8K ﹤0.01% 213
2025
Q3 		$233K Buy
+1,187
New +$221K ﹤0.01% 219

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Polen Capital Management's AWI Position: Q1 2026 in Review

Polen Capital Management sold out of Armstrong World Industries (AWI) in Q1 2026, closing a stake of 1,511 shares — an estimated $289K sold.

Polen Capital Management first reported a position in AWI in Q3 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 473 funds tracked by Wall St. Rank hold AWI as of Q1 2026.

  • Polen Capital Management reported no remaining Armstrong World Industries position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 1,511 Armstrong World Industries shares in Q1 2026, an estimated $289K.
  • Polen Capital Management first reported a position in Armstrong World Industries in Q3 2025 and held it in 2 quarters.
  • Polen Capital Management's Armstrong World Industries position peaked at $289K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Armstrong World Industries as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.