BWM
BMI icon

BKM Wealth Management’s Badger Meter BMI Stock Holding History

BKM Wealth 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
2025
Q1 		– Sell
-1,200
Closed -$255K – 160
2024
Q4 		$255K Hold
1,200
– – 0.1% 145
2024
Q3 		$262K Buy
+1,200
New +$240K 0.11% 143
2024
Q2 		– Sell
-1,200
Closed -$194K – 145
2024
Q1 		$194K Hold
1,200
– – 0.08% 160
2023
Q4 		$185K Buy
+1,200
New +$175K 0.08% 155

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BKM Wealth Management's BMI Position: Q1 2025 in Review

BKM Wealth Management sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,200 shares — an estimated $255K sold.

BKM Wealth Management first reported a position in BMI in Q4 2023 and held it in 4 quarters. The position peaked at $262K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • BKM Wealth Management reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • BKM Wealth Management sold 1,200 Badger Meter shares in Q1 2025, an estimated $255K.
  • BKM Wealth Management first reported a position in Badger Meter in Q4 2023 and held it in 4 quarters.
  • BKM Wealth Management's Badger Meter position peaked at $262K in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on BKM Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.