CPC
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Consolidated Planning Corp’s Badger Meter BMI Stock Holding History

Consolidated Planning Corp’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 		– Sell
-2,449
Closed -$427K – 152
2025
Q4 		$427K Sell
2,449
-8,947
-79% -$1.61M 0.04% 154
2025
Q3 		$2.04M Buy
11,396
+4,312
+61% +$848K 0.21% 100
2025
Q2 		$1.74M Buy
7,084
+729
+11% +$165K 0.22% 92
2025
Q1 		$1.21M Buy
+6,355
New +$1.33M 0.17% 102
2024
Q3 		– Sell
-3,197
Closed -$596K – 202
2024
Q2 		$596K Buy
3,197
+982
+44% +$179K 0.1% 103
2024
Q1 		$358K Buy
+2,215
New +$340K 0.06% 122
2021
Q4 		– Sell
-23
Closed -$2K – 110
2021
Q3 		$2K Buy
+23
New +$2.35K ﹤0.01% 399

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

Consolidated Planning Corp's BMI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 2,449 shares — an estimated $427K sold.

Consolidated Planning Corp first reported a position in BMI in Q3 2021 and held it in 7 quarters. The position peaked at $2.04M in Q3 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,449 Badger Meter shares in Q1 2026, an estimated $427K.
  • Consolidated Planning Corp first reported a position in Badger Meter in Q3 2021 and held it in 7 quarters.
  • Consolidated Planning Corp's Badger Meter position peaked at $2.04M in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.