Meridian Wealth Management’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
Q3 | – | Sell |
-1,561
| Closed | -$380K | – | 853 |
|
|
2026
Q2 | $380K | Sell |
1,561
-19
| -1% | -$4.07K | 0.01% | 617 |
|
|
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 | -$73.2K | – | 503 |
|
|
2019
Q2 | $73.2K | 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
Meridian Wealth Management's WDFC Position: Q3 2026 in Review
Meridian Wealth Management sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 1,561 shares — an estimated $380K sold.
Meridian Wealth Management first reported a position in WDFC in Q3 2018 and held it in 28 quarters. The position peaked at $594K in Q1 2021. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.
- Meridian Wealth Management reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
- Meridian Wealth Management sold 1,561 WD-40 shares in Q3 2026, an estimated $380K.
- Meridian Wealth Management first reported a position in WD-40 in Q3 2018 and held it in 28 quarters.
- Meridian Wealth Management's WD-40 position peaked at $594K in Q1 2021.
- 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.
Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.