LPL Financial’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.57M | Buy |
12,612
+1,126
| +10% | +$251K | ﹤0.01% | 3259 |
|
|
2025
Q4 | $2.26M | Buy |
11,486
+37
| +0.3% | +$7.29K | ﹤0.01% | 3290 |
|
|
2025
Q3 | $2.26M | Buy |
11,449
+594
| +5% | +$129K | ﹤0.01% | 3205 |
|
|
2025
Q2 | $2.48M | Buy |
10,855
+465
| +4% | +$109K | ﹤0.01% | 2925 |
|
|
2025
Q1 | $2.54M | Buy |
10,390
+987
| +10% | +$233K | ﹤0.01% | 2738 |
|
|
2024
Q4 | $2.28M | Buy |
9,403
+1,966
| +26% | +$524K | ﹤0.01% | 2743 |
|
|
2024
Q3 | $1.92M | Buy |
7,437
+394
| +6% | +$98.8K | ﹤0.01% | 2770 |
|
|
2024
Q2 | $1.55M | Buy |
7,043
+1,131
| +19% | +$261K | ﹤0.01% | 2842 |
|
|
2024
Q1 | $1.5M | Buy |
5,912
+1,500
| +34% | +$388K | ﹤0.01% | 2807 |
|
|
2023
Q4 | $1.05M | Sell |
4,412
-6
| -0.1% | -$1.34K | ﹤0.01% | 2999 |
|
|
2023
Q3 | $898K | Buy |
4,418
+368
| +9% | +$78.7K | ﹤0.01% | 2987 |
|
|
2023
Q2 | $764K | Buy |
4,050
+773
| +24% | +$146K | ﹤0.01% | 3085 |
|
|
2023
Q1 | $584K | Buy |
3,277
+220
| +7% | +$38K | ﹤0.01% | 3197 |
|
|
2022
Q4 | $493K | Sell |
3,057
-88
| -3% | -$14.7K | ﹤0.01% | 3257 |
|
|
2022
Q3 | $553K | Sell |
3,145
-38
| -1% | -$7.1K | ﹤0.01% | 3065 |
|
|
2022
Q2 | $641K | Sell |
3,183
-411
| -11% | -$76.7K | ﹤0.01% | 2982 |
|
|
2022
Q1 | $658K | Sell |
3,594
-4
| -0.1% | -$854 | ﹤0.01% | 2975 |
|
|
2021
Q4 | $880K | Sell |
3,598
-901
| -20% | -$210K | ﹤0.01% | 2769 |
|
|
2021
Q3 | $1.04M | Sell |
4,499
-58
| -1% | -$13.9K | ﹤0.01% | 2581 |
|
|
2021
Q2 | $1.17M | Buy |
4,557
+953
| +26% | +$244K | ﹤0.01% | 2440 |
|
|
2021
Q1 | $1.1M | Sell |
3,604
-1,411
| -28% | -$428K | ﹤0.01% | 2309 |
|
|
2020
Q4 | $1.33M | Sell |
5,015
-10
| -0.2% | -$2.42K | ﹤0.01% | 1961 |
|
|
2020
Q3 | $951K | Buy |
5,025
+743
| +17% | +$146K | ﹤0.01% | 1988 |
|
|
2020
Q2 | $849K | Buy |
4,282
+1,712
| +67% | +$311K | ﹤0.01% | 1957 |
|
|
2020
Q1 | $516K | Sell |
2,570
-207
| -7% | -$39K | ﹤0.01% | 2079 |
|
|
2019
Q4 | $539K | Buy |
2,777
+251
| +10% | +$47.3K | ﹤0.01% | 2313 |
|
|
2019
Q3 | $464K | Sell |
2,526
-79
| -3% | -$14.2K | ﹤0.01% | 2319 |
|
|
2019
Q2 | $414K | Sell |
2,605
-583
| -18% | -$95.6K | ﹤0.01% | 2426 |
|
|
2019
Q1 | $540K | Buy |
3,188
+859
| +37% | +$151K | ﹤0.01% | 2173 |
|
|
2018
Q4 | $427K | Buy |
2,329
+167
| +8% | +$28.3K | ﹤0.01% | 2174 |
|
|
2018
Q3 | $372K | Buy |
2,162
+122
| +6% | +$20.4K | ﹤0.01% | 2477 |
|
|
2018
Q2 | $298K | Sell |
2,040
-26
| -1% | -$3.58K | ﹤0.01% | 2653 |
|
|
2018
Q1 | $272K | Buy |
2,066
+12
| +0.6% | +$1.51K | ﹤0.01% | 2707 |
|
|
2017
Q4 | $242K | Buy |
+2,054
| New | +$236K | ﹤0.01% | 2664 |
|
|
2017
Q3 | – | Sell |
-2,931
| Closed | -$323K | – | 2942 |
|
|
2017
Q2 | $323K | Buy |
+2,931
| New | +$312K | ﹤0.01% | 2235 |
|
|
2016
Q2 | – | Sell |
-4,504
| Closed | -$485K | – | 2997 |
|
|
2016
Q1 | $485K | Sell |
4,504
-5,043
| -53% | -$521K | ﹤0.01% | 2177 |
|
|
2015
Q4 | $934K | Buy |
9,547
+3,975
| +71% | +$386K | ﹤0.01% | 1737 |
|
|
2015
Q3 | $512K | Sell |
5,572
-1,268
| -19% | -$111K | ﹤0.01% | 1770 |
|
|
2015
Q2 | $596K | Buy |
6,840
+3,445
| +101% | +$292K | ﹤0.01% | 1760 |
|
|
2015
Q1 | $298K | Sell |
3,395
-21
| -0.6% | -$1.76K | ﹤0.01% | 2257 |
|
|
2014
Q4 | $291K | Buy |
+3,416
| New | +$260K | ﹤0.01% | 2189 |
|
|
2014
Q2 | – | Sell |
-2,598
| Closed | -$202K | – | 2754 |
|
|
2014
Q1 | $202K | Sell |
2,598
-1,334
| -34% | -$97.1K | ﹤0.01% | 2437 |
|
|
2013
Q4 | $294K | Buy |
+3,932
| New | +$281K | ﹤0.01% | 2138 |
|
Other funds holding WDFC
VPM
VCM
LPL Financial's WDFC Position: Q1 2026 in Review
LPL Financial increased its WD-40 (WDFC) stake by 9.8% in Q1 2026, buying an estimated $251K and bringing the position to 12,612 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3259.
LPL Financial first reported a position in WDFC in Q4 2013 and has held it in 43 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.
- LPL Financial held 12,612 shares of WD-40 worth $2.57M as of Q1 2026.
- LPL Financial bought 1,126 WD-40 shares in Q1 2026, an estimated $251K.
- WD-40 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3259 holding.
- LPL Financial first reported a position in WD-40 in Q4 2013 and has held it in 43 quarters since.
- 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.