AIM
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Anchor Investment Management’s Badger Meter BMI Stock Holding History

Anchor Investment Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$742 Buy
+5
New +$654 ﹤0.01% 1168
2024
Q4 		– Sell
-5
Closed -$1.09K – 1030
2024
Q3 		$1.09K Buy
+5
New +$1K ﹤0.01% 993

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anchor Investment Management's BMI Position: Q2 2026 in Review

Anchor Investment Management opened a new position in Badger Meter (BMI) in Q2 2026: 5 shares worth $742. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in BMI as recently as Q3 2024.

Anchor Investment Management first reported a position in BMI in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.09K in Q3 2024. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Anchor Investment Management held 5 shares of Badger Meter worth $742 as of Q2 2026.
  • Badger Meter was a new Anchor Investment Management position in Q2 2026.
  • Badger Meter made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1168 holding.
  • Anchor Investment Management first reported a position in Badger Meter in Q3 2024 and has held it in 2 quarters since.
  • Anchor Investment Management's Badger Meter position peaked at $1.09K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.