Brown, Lisle/Cummings
WDFC icon

Brown, Lisle/Cummings’s WD-40 WDFC Stock Holding History

Brown, Lisle/Cummings’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
Q3 		$50.5K Sell
250
-150
-38% -$33.3K 0.01% 388
2026
Q2 		$97.5K Buy
+400
New +$85.7K 0.02% 313

Other funds holding WDFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Brown, Lisle/Cummings's WDFC Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its WD-40 (WDFC) stake by 38% in Q3 2026, selling an estimated $33.3K and leaving 250 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #388.

Brown, Lisle/Cummings first reported a position in WDFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $97.5K in Q2 2026. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Brown, Lisle/Cummings held 250 shares of WD-40 worth $50.5K as of Q3 2026.
  • Brown, Lisle/Cummings sold 150 WD-40 shares in Q3 2026, an estimated $33.3K.
  • WD-40 made up 0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #388 holding.
  • Brown, Lisle/Cummings first reported a position in WD-40 in Q2 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's WD-40 position peaked at $97.5K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.