Laurel Wealth Advisors (North Carolina)’s WD-40 WDFC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-675	Closed	-$133K	–	664
2025 Q4	$133K	Buy	+675	New	+$133K	0.02%	220
2025 Q2	–	Sell	-690	Closed	-$168K	–	674
2025 Q1	$168K	Hold	690	–	–	0.03%	187
2024 Q4	$167K	Hold	690	–	–	0.03%	187
2024 Q3	$178K	Hold	690	–	–	0.03%	186
2024 Q2	$152K	Hold	690	–	–	0.03%	193
2024 Q1	$175K	Hold	690	–	–	0.03%	187
2023 Q4	$165K	Hold	690	–	–	0.03%	182
2023 Q3	$140K	Hold	690	–	–	0.03%	188
2023 Q2	$130K	Hold	690	–	–	0.03%	199
2023 Q1	$123K	Hold	690	–	–	0.03%	202
2022 Q4	$111K	Hold	690	–	–	0.03%	193
2022 Q3	$121K	Hold	690	–	–	0.03%	192
2022 Q2	$139K	Hold	690	–	–	0.03%	183
2022 Q1	$126K	Hold	690	–	–	0.03%	201
2021 Q4	$169K	Hold	690	–	–	0.03%	178
2021 Q3	$160K	Hold	690	–	–	0.04%	181
2021 Q2	$177K	Hold	690	–	–	0.04%	177
2021 Q1	$211K	Hold	690	–	–	0.05%	157
2020 Q4	$183K	Hold	690	–	–	0.05%	157
2020 Q3	$131K	Hold	690	–	–	0.04%	165
2020 Q2	$137K	Sell	690 -345	-33%	-$62.6K	0.05%	152
2020 Q1	$208K	Buy	1,035 +345	+50%	+$65K	0.08%	129
2019 Q4	$134K	Hold	690	–	–	0.04%	162
2019 Q3	$127K	Buy	690 +344	+99%	+$61.9K	0.04%	165
2019 Q2	$55K	Sell	346 -344	-50%	-$56.4K	0.02%	226
2019 Q1	$117K	Hold	690	–	–	0.04%	164
2018 Q4	$126K	Buy	+690	New	+$117K	0.05%	148

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

Laurel Wealth Advisors (North Carolina)'s WDFC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 675 shares — an estimated $133K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WDFC in Q4 2018 and held it in 27 quarters. The position peaked at $211K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 675 WD-40 shares in Q1 2026, an estimated $133K.
Laurel Wealth Advisors (North Carolina) first reported a position in WD-40 in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s WD-40 position peaked at $211K in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.