Benjamin Edwards Inc’s WD-40 WDFC Stock Holding History

Benjamin Edwards Inc’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 Q1	$648K	Sell	3,178 -10	-0.3%	-$2.23K	0.01%	901
2025 Q4	$628K	Sell	3,188 -76	-2%	-$15K	0.01%	870
2025 Q3	$645K	Buy	+3,264	New	+$707K	0.01%	851
2023 Q2	–	Sell	-15	Closed	-$3K	–	727
2023 Q1	$3K	Hold	15	–	–	﹤0.01%	655
2022 Q4	$2K	Hold	15	–	–	﹤0.01%	692
2022 Q3	$3K	Sell	15 -1,469	-99%	-$274K	﹤0.01%	645
2022 Q2	$299K	Sell	1,484 -40	-3%	-$7.46K	0.09%	217
2022 Q1	$279K	Buy	1,524 +708	+87%	+$151K	0.08%	237
2021 Q4	$200K	Buy	816 +700	+603%	+$163K	0.06%	259
2021 Q3	$27K	Buy	+116	New	+$27.8K	0.02%	376
2020 Q4	–	Sell	-1,780	Closed	-$337K	–	387
2020 Q3	$337K	Sell	1,780 -138	-7%	-$27.1K	0.28%	107
2020 Q2	$380K	Buy	1,918 +117	+6%	+$21.2K	0.32%	102
2020 Q1	$362K	Buy	+1,801	New	+$339K	0.38%	91

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin Edwards Inc's WDFC Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its WD-40 (WDFC) stake by 0.31% in Q1 2026, selling an estimated $2.23K and leaving 3,178 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #901.

Benjamin Edwards Inc first reported a position in WDFC in Q1 2020 and has held it in 13 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Benjamin Edwards Inc held 3,178 shares of WD-40 worth $648K as of Q1 2026.
Benjamin Edwards Inc sold 10 WD-40 shares in Q1 2026, an estimated $2.23K.
WD-40 made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #901 holding.
Benjamin Edwards Inc first reported a position in WD-40 in Q1 2020 and has held it in 13 quarters since.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.