Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Badger Meter BMI Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-28,121
Closed -$4.28M – 2097
2026
Q1 		$4.28M Sell
28,121
-3,353
-11% -$526K 0.02% 966
2025
Q4 		$5.49M Buy
31,474
+5,667
+22% +$1.02M 0.02% 1144
2025
Q3 		$4.61M Buy
25,807
+11,246
+77% +$2.21M 0.01% 1298
2025
Q2 		$3.57M Sell
14,561
-10,620
-42% -$2.41M 0.01% 1355
2025
Q1 		$4.79M Buy
+25,181
New +$5.25M 0.01% 1025
2024
Q3 		– Sell
-15,019
Closed -$2.8M – 1980
2024
Q2 		$2.8M Sell
15,019
-6,890
-31% -$1.26M 0.01% 1235
2024
Q1 		$3.55M Buy
21,909
+3,229
+17% +$496K 0.01% 1201
2023
Q4 		$2.88M Buy
18,680
+8,070
+76% +$1.18M 0.01% 1355
2023
Q3 		$1.53M Buy
+10,610
New +$1.68M 0.01% 1478
2020
Q1 		– Sell
-4,123
Closed -$268K – 1569
2019
Q4 		$268K Buy
+4,123
New +$245K ﹤0.01% 1641
2019
Q3 		– Sell
-5,300
Closed -$316K – 1670
2019
Q2 		$316K Buy
+5,300
New +$294K ﹤0.01% 1359
2016
Q3 		– Sell
-20,600
Closed -$752K – 1564
2016
Q2 		$752K Buy
+20,600
New +$737K 0.01% 1043

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s BMI Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 28,121 shares — an estimated $4.28M sold.

Capital Fund Management (CFM) first reported a position in BMI in Q2 2016 and held it in 12 quarters. The position peaked at $5.49M in Q4 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 28,121 Badger Meter shares in Q2 2026, an estimated $4.28M.
  • Capital Fund Management (CFM) first reported a position in Badger Meter in Q2 2016 and held it in 12 quarters.
  • Capital Fund Management (CFM)'s Badger Meter position peaked at $5.49M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.