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JPL Wealth Management’s WD-40 WDFC Stock Holding History

JPL Wealth 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
Q1 		$1.22K Buy
+6
New +$1.34K ﹤0.01% 1136
2025
Q4 		– Sell
-6
Closed -$1.19K – 1122
2025
Q3 		$1.19K Buy
+6
New +$1.3K ﹤0.01% 968

Other funds holding WDFC

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JPL Wealth Management's WDFC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in WD-40 (WDFC) in Q1 2026: 6 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WDFC as recently as Q3 2025.

JPL Wealth Management first reported a position in WDFC in Q3 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • JPL Wealth Management held 6 shares of WD-40 worth $1.22K as of Q1 2026.
  • WD-40 was a new JPL Wealth Management position in Q1 2026.
  • WD-40 made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1136 holding.
  • JPL Wealth Management first reported a position in WD-40 in Q3 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.