EIM
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Essex Investment Management’s Badger Meter BMI Stock Holding History

Essex Investment Management’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 		$1.4M Sell
9,158
-200
-2% -$31.4K 0.22% 129
2025
Q4 		$1.63M Buy
9,358
+1,481
+19% +$267K 0.25% 124
2025
Q3 		$1.41M Hold
7,877
– – 0.22% 135
2025
Q2 		$1.93M Sell
7,877
-5,921
-43% -$1.34M 0.35% 112
2025
Q1 		$2.63M Sell
13,798
-2,079
-13% -$434K 0.55% 70
2024
Q4 		$3.37M Buy
15,877
+930
+6% +$203K 0.61% 59
2024
Q3 		$3.26M Sell
14,947
-1,620
-10% -$325K 0.57% 68
2024
Q2 		$3.09M Hold
16,567
– – 0.58% 62
2024
Q1 		$2.68M Sell
16,567
-12,036
-42% -$1.85M 0.53% 66
2023
Q4 		$4.42M Sell
28,603
-3,121
-10% -$455K 0.87% 26
2023
Q3 		$4.56M Buy
31,724
+416
+1% +$65.7K 0.74% 30
2023
Q2 		$4.62M Sell
31,308
-7,206
-19% -$992K 0.65% 41
2023
Q1 		$4.69M Sell
38,514
-502
-1% -$58.7K 0.68% 38
2022
Q4 		$4.25M Sell
39,016
-423
-1% -$45.9K 0.66% 37
2022
Q3 		$3.64M Hold
39,439
– – 0.58% 51
2022
Q2 		$3.19M Sell
39,439
-330
-0.8% -$27.3K 0.52% 56
2022
Q1 		$3.96M Buy
39,769
+7,392
+23% +$724K 0.49% 54
2021
Q4 		$3.45M Buy
32,377
+12,344
+62% +$1.3M 0.4% 72
2021
Q3 		$2.03M Buy
20,033
+116
+0.6% +$11.9K 0.25% 131
2021
Q2 		$1.95M Buy
19,917
+3,245
+19% +$307K 0.23% 143
2021
Q1 		$1.55M Buy
16,672
+4,751
+40% +$478K 0.19% 179
2020
Q4 		$1.12M Buy
11,921
+2,129
+22% +$170K 0.14% 219
2020
Q3 		$640K Buy
9,792
+1,510
+18% +$96.4K 0.09% 275
2020
Q2 		$521K Sell
8,282
-458
-5% -$27.2K 0.09% 253
2020
Q1 		$468K Buy
8,740
+62
+0.7% +$3.78K 0.09% 225
2019
Q4 		$563K Buy
8,678
+359
+4% +$21.3K 0.07% 296
2019
Q3 		$447K Buy
8,319
+1,259
+18% +$67.9K 0.06% 304
2019
Q2 		$421K Sell
7,060
-1,135
-14% -$62.9K 0.06% 315
2019
Q1 		$456K Sell
8,195
-8,590
-51% -$477K 0.07% 274
2018
Q4 		$826K Sell
16,785
-621
-4% -$31.8K 0.13% 215
2018
Q3 		$922K Sell
17,406
-53
-0.3% -$2.76K 0.11% 243
2018
Q2 		$780K Sell
17,459
-1,382
-7% -$61.2K 0.1% 251
2018
Q1 		$888K Sell
18,841
-2,024
-10% -$97.9K 0.12% 224
2017
Q4 		$997K Sell
20,865
-95
-0.5% -$4.4K 0.13% 214
2017
Q3 		$1.03M Sell
20,960
-794
-4% -$35.3K 0.14% 206
2017
Q2 		$867K Sell
21,754
-732
-3% -$28.4K 0.12% 211
2017
Q1 		$826K Sell
22,486
-412
-2% -$15.2K 0.13% 213
2016
Q4 		$846K Sell
22,898
-1,694
-7% -$59.1K 0.14% 183
2016
Q3 		$824K Sell
24,592
-21,344
-46% -$737K 0.13% 193
2016
Q2 		$1.68M Buy
45,936
+1,930
+4% +$69K 0.28% 94
2016
Q1 		$1.46M Sell
44,006
-11,068
-20% -$342K 0.25% 89
2015
Q4 		$1.61M Buy
55,074
+1,774
+3% +$52.8K 0.25% 96
2015
Q3 		$1.55M Buy
53,300
+10,518
+25% +$312K 0.25% 87
2015
Q2 		$1.36M Buy
42,782
+5,138
+14% +$162K 0.21% 115
2015
Q1 		$1.13M Buy
37,644
+9,648
+34% +$281K 0.16% 139
2014
Q4 		$831K Buy
27,996
+2,400
+9% +$65.8K 0.12% 181
2014
Q3 		$646K Buy
25,596
+422
+2% +$10.8K 0.1% 203
2014
Q2 		$663K Sell
25,174
-110,716
-81% -$2.83M 0.1% 221
2014
Q1 		$3.74M Buy
135,890
+1,040
+0.8% +$27.5K 0.55% 44
2013
Q4 		$3.67M Buy
134,850
+3,040
+2% +$78.9K 0.52% 48
2013
Q3 		$3.06M Buy
131,810
+1,944
+1% +$45.7K 0.46% 65
2013
Q2 		$2.89M Buy
+129,866
New +$2.97M 0.51% 62

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's BMI Position: Q1 2026 in Review

Essex Investment Management reduced its Badger Meter (BMI) stake by 2.1% in Q1 2026, selling an estimated $31.4K and leaving 9,158 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #129.

Essex Investment Management first reported a position in BMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.69M in Q1 2023. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Essex Investment Management held 9,158 shares of Badger Meter worth $1.4M as of Q1 2026.
  • Essex Investment Management sold 200 Badger Meter shares in Q1 2026, an estimated $31.4K.
  • Badger Meter made up 0.22% of Essex Investment Management's portfolio in Q1 2026, its #129 holding.
  • Essex Investment Management first reported a position in Badger Meter in Q2 2013 and has held it in 52 quarters since.
  • Essex Investment Management's Badger Meter position peaked at $4.69M in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.