Carolinas Wealth Consulting’s Badger Meter BMI Stock Holding History

Carolinas Wealth Consulting’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	-3	Closed	-$473	–	1024
2024 Q4	$473	Sell	3 -1	-25%	-$218	﹤0.01%	1009
2024 Q3	$776	Buy	4 +1	+33%	+$200	﹤0.01%	961
2024 Q2	$498	Hold	3	–	–	﹤0.01%	994
2024 Q1	$510	Sell	3 -1	-25%	-$154	﹤0.01%	976
2023 Q4	$662	Hold	4	–	–	﹤0.01%	881
2023 Q3	$594	Sell	4 -61	-94%	-$9.64K	﹤0.01%	909
2023 Q2	$9.56K	Buy	65 +1	+2%	+$138	﹤0.01%	596
2023 Q1	$7.8K	Buy	64 +5	+8%	+$585	﹤0.01%	636
2022 Q4	$6.43K	Hold	59	–	–	﹤0.01%	667
2022 Q3	$5K	Hold	59	–	–	﹤0.01%	651
2022 Q2	$5K	Hold	59	–	–	﹤0.01%	647
2022 Q1	$6K	Hold	59	–	–	﹤0.01%	672
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	680
2021 Q3	$6K	Hold	59	–	–	﹤0.01%	645
2021 Q2	$6K	Hold	59	–	–	﹤0.01%	668
2021 Q1	$5K	Hold	59	–	–	﹤0.01%	696
2020 Q4	$6K	Sell	59 -125	-68%	-$9.98K	﹤0.01%	626
2020 Q3	$12K	Buy	184 +110	+149%	+$7.02K	﹤0.01%	444
2020 Q2	$5K	Buy	+74	New	+$4.39K	﹤0.01%	389

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carolinas Wealth Consulting's BMI Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 3 shares — an estimated $473 sold.

Carolinas Wealth Consulting first reported a position in BMI in Q2 2020 and held it in 19 quarters. The position peaked at $12K in Q3 2020. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 3 Badger Meter shares in Q1 2025, an estimated $473.
Carolinas Wealth Consulting first reported a position in Badger Meter in Q2 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Badger Meter position peaked at $12K in Q3 2020.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.