CJ
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Caitlin John’s Badger Meter BMI Stock Holding History

Caitlin John’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
Q1 		$317K Buy
2,083
+126
+6% +$19.8K 0.19% 100
2025
Q4 		$341K Buy
1,957
+1,781
+1,012% +$321K 0.22% 111
2025
Q3 		$31.4K Buy
+176
New +$34.6K 0.02% 328
2025
Q1 		– Sell
-209
Closed -$44.3K – 202
2024
Q4 		$44.3K Hold
209
– – 0.03% 246
2024
Q3 		$46.7K Buy
209
+162
+345% +$32.5K 0.03% 249
2024
Q2 		$8.69K Hold
47
– – 0.01% 479
2024
Q1 		$7.54K Sell
47
-29
-38% -$4.45K 0.01% 505
2023
Q4 		$11.7K Buy
+76
New +$11.1K 0.01% 417

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caitlin John's BMI Position: Q1 2026 in Review

Caitlin John increased its Badger Meter (BMI) stake by 6.4% in Q1 2026, buying an estimated $19.8K and bringing the position to 2,083 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #100.

Caitlin John first reported a position in BMI in Q4 2023 and has held it in 8 quarters since. The position peaked at $341K in Q4 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Caitlin John held 2,083 shares of Badger Meter worth $317K as of Q1 2026.
  • Caitlin John bought 126 Badger Meter shares in Q1 2026, an estimated $19.8K.
  • Badger Meter made up 0.19% of Caitlin John's portfolio in Q1 2026, its #100 holding.
  • Caitlin John first reported a position in Badger Meter in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Badger Meter position peaked at $341K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.