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Baldwin Investment Management’s WD-40 WDFC Stock Holding History

Baldwin Investment Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
+985
New +$211K 0.02% 214
2022
Q1 		– Sell
-980
Closed -$240K – 262
2021
Q4 		$240K Hold
980
– – 0.04% 229
2021
Q3 		$227K Sell
980
-25
-2% -$6K 0.04% 227
2021
Q2 		$258K Buy
1,005
+25
+3% +$6.39K 0.04% 217
2021
Q1 		$300K Hold
980
– – 0.05% 205
2020
Q4 		$260K Buy
+980
New +$237K 0.05% 205

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baldwin Investment Management's WDFC Position: Q2 2026 in Review

Baldwin Investment Management opened a new position in WD-40 (WDFC) in Q2 2026: 985 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Baldwin Investment Management previously reported a position in WDFC as recently as Q4 2021.

Baldwin Investment Management first reported a position in WDFC in Q4 2020 and has held it in 6 quarters since. The position peaked at $300K in Q1 2021. 388 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Baldwin Investment Management held 985 shares of WD-40 worth $240K as of Q2 2026.
  • WD-40 was a new Baldwin Investment Management position in Q2 2026.
  • WD-40 made up 0.02% of Baldwin Investment Management's portfolio in Q2 2026, its #214 holding.
  • Baldwin Investment Management first reported a position in WD-40 in Q4 2020 and has held it in 6 quarters since.
  • Baldwin Investment Management's WD-40 position peaked at $300K in Q1 2021.
  • 388 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.