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

Meridian 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 		$322K Hold
1,580
– – 0.01% 632
2025
Q4 		$311K Buy
1,580
+30
+2% +$5.91K 0.01% 608
2025
Q3 		$306K Hold
1,550
– – 0.01% 576
2025
Q2 		$354K Sell
1,550
-60
-4% -$14.1K 0.02% 526
2025
Q1 		$393K Buy
1,610
+60
+4% +$14.2K 0.02% 467
2024
Q4 		$376K Hold
1,550
– – 0.02% 477
2024
Q3 		$400K Buy
+1,550
New +$389K 0.02% 462
2024
Q1 		– Sell
-1,550
Closed -$371K – 573
2023
Q4 		$371K Hold
1,550
– – 0.02% 443
2023
Q3 		$315K Hold
1,550
– – 0.02% 446
2023
Q2 		$292K Hold
1,550
– – 0.02% 444
2023
Q1 		$276K Hold
1,550
– – 0.02% 445
2022
Q4 		$250K Sell
1,550
-50
-3% -$8.34K 0.02% 453
2022
Q3 		$281K Hold
1,600
– – 0.03% 379
2022
Q2 		$322K Hold
1,600
– – 0.03% 428
2022
Q1 		$293K Sell
1,600
-100
-6% -$21.4K 0.03% 318
2021
Q4 		$416K Hold
1,700
– – 0.04% 266
2021
Q3 		$394K Sell
1,700
-60
-3% -$14.4K 0.05% 259
2021
Q2 		$451K Sell
1,760
-180
-9% -$46K 0.06% 242
2021
Q1 		$594K Hold
1,940
– – 0.09% 190
2020
Q4 		$515K Buy
1,940
+30
+2% +$7.26K 0.08% 185
2020
Q3 		$361K Buy
1,910
+100
+6% +$19.6K 0.09% 167
2020
Q2 		$358K Sell
1,810
-150
-8% -$27.2K 0.12% 145
2020
Q1 		$393K Buy
+1,960
New +$369K 0.17% 130
2019
Q3 		– Sell
-460
Closed -$732 – 503
2019
Q2 		$732 Sell
460
-750
-62% -$123K 0.03% 313
2019
Q1 		$205K Sell
1,210
-250
-17% -$44K 0.09% 186
2018
Q4 		$268K Hold
1,460
– – 0.16% 127
2018
Q3 		$251K Buy
+1,460
New +$244K 0.11% 144

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

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

Meridian Wealth Management held its WD-40 (WDFC) position steady in Q1 2026 at 1,580 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #632.

Meridian Wealth Management first reported a position in WDFC in Q3 2018 and has held it in 27 quarters since. The position peaked at $594K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Meridian Wealth Management held 1,580 shares of WD-40 worth $322K as of Q1 2026.
  • Meridian Wealth Management left its WD-40 share count unchanged in Q1 2026.
  • WD-40 made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #632 holding.
  • Meridian Wealth Management first reported a position in WD-40 in Q3 2018 and has held it in 27 quarters since.
  • Meridian Wealth Management's WD-40 position peaked at $594K in Q1 2021.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.