Carson Wealth (CWM LLC)
BMI icon

Carson Wealth (CWM LLC)’s Badger Meter BMI Stock Holding History

Carson Wealth (CWM LLC)’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 		$188K Buy
1,236
+104
+9% +$16.3K ﹤0.01% 2787
2025
Q4 		$197K Buy
1,132
+594
+110% +$107K ﹤0.01% 2582
2025
Q3 		$96K Sell
538
-331
-38% -$65.1K ﹤0.01% 3017
2025
Q2 		$213K Sell
869
-209
-19% -$47.3K ﹤0.01% 2124
2025
Q1 		$205K Buy
1,078
+165
+18% +$34.4K ﹤0.01% 1909
2024
Q4 		$194K Sell
913
-79
-8% -$17.2K ﹤0.01% 1841
2024
Q3 		$217K Buy
992
+417
+73% +$83.6K ﹤0.01% 1715
2024
Q2 		$107K Buy
575
+167
+41% +$30.5K ﹤0.01% 1929
2024
Q1 		$66K Sell
408
-30
-7% -$4.61K ﹤0.01% 2119
2023
Q4 		$68K Sell
438
-94
-18% -$13.7K ﹤0.01% 1988
2023
Q3 		$77K Buy
532
+133
+33% +$21K ﹤0.01% 1794
2023
Q2 		$59K Buy
399
+32
+9% +$4.41K ﹤0.01% 1864
2023
Q1 		$45K Sell
367
-8
-2% -$935 ﹤0.01% 1931
2022
Q4 		$41K Sell
375
-8
-2% -$869 ﹤0.01% 1854
2022
Q3 		$35K Buy
383
+61
+19% +$5.66K ﹤0.01% 1844
2022
Q2 		$26K Sell
322
-33
-9% -$2.73K ﹤0.01% 1960
2022
Q1 		$35K Buy
355
+134
+61% +$13.1K ﹤0.01% 1775
2021
Q4 		$24K Buy
+221
New +$23.3K ﹤0.01% 1883
2018
Q3 		– Sell
-23
Closed -$1K – 1846
2018
Q2 		$1K Buy
+23
New +$1.02K ﹤0.01% 1488
2017
Q3 		– Sell
-635
Closed -$25K – 1472
2017
Q2 		$25K Hold
635
– – ﹤0.01% 597
2017
Q1 		$23K Buy
+635
New +$23.4K ﹤0.01% 579

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 $3.37T 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Badger Meter (BMI) stake by 9.2% in Q1 2026, buying an estimated $16.3K and bringing the position to 1,236 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Carson Wealth (CWM LLC) first reported a position in BMI in Q1 2017 and has held it in 21 quarters since. The position peaked at $217K in Q3 2024. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,236 shares of Badger Meter worth $188K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 104 Badger Meter shares in Q1 2026, an estimated $16.3K.
  • Badger Meter made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2787 holding.
  • Carson Wealth (CWM LLC) first reported a position in Badger Meter in Q1 2017 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Badger Meter position peaked at $217K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.