Sweeney & Michel’s WD-40 WDFC Stock Holding History

Sweeney & Michel’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	$212K	Hold	1,025	–	–	0.06%	142
2025 Q4	$242K	Buy	+1,025	New	+$202K	0.07%	132
2025 Q3	–	Sell	-1,025	Closed	-$229K	–	139
2025 Q2	$229K	Hold	1,025	–	–	0.08%	120
2025 Q1	$224K	Buy	+1,025	New	+$242K	0.1%	112
2024 Q3	$258K	Hold	1,025	–	–	0.1%	108
2024 Q2	$226K	Hold	1,025	–	–	0.1%	105
2024 Q1	$246K	Buy	+1,025	New	+$265K	0.11%	101
2023 Q3	$223K	Hold	1,025	–	–	0.12%	99
2023 Q2	$228K	Buy	+1,025	New	+$194K	0.12%	97

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

Sweeney & Michel's WDFC Position: Q1 2026 in Review

Sweeney & Michel held its WD-40 (WDFC) position steady in Q1 2026 at 1,025 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #142.

Sweeney & Michel first reported a position in WDFC in Q2 2023 and has held it in 9 quarters since. The position peaked at $258K in Q3 2024. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Sweeney & Michel held 1,025 shares of WD-40 worth $212K as of Q1 2026.
Sweeney & Michel left its WD-40 share count unchanged in Q1 2026.
WD-40 made up 0.06% of Sweeney & Michel's portfolio in Q1 2026, its #142 holding.
Sweeney & Michel first reported a position in WD-40 in Q2 2023 and has held it in 9 quarters since.
Sweeney & Michel's WD-40 position peaked at $258K in Q3 2024.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.