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Gibbs Wealth Management’s Badger Meter BMI Stock Holding History

Gibbs Wealth 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 		$353K Buy
+2,315
New +$363K 0.05% 361
2025
Q3 		– Sell
-4,875
Closed -$1.19M – 331
2025
Q2 		$1.19M Buy
4,875
+700
+17% +$159K 0.23% 97
2025
Q1 		$794K Buy
4,175
+1,074
+35% +$224K 0.19% 121
2024
Q4 		$658K Buy
3,101
+864
+39% +$188K 0.18% 122
2024
Q3 		$489K Buy
2,237
+262
+13% +$52.5K 0.16% 150
2024
Q2 		$368K Buy
1,975
+638
+48% +$116K 0.15% 158
2024
Q1 		$216K Buy
+1,337
New +$205K 0.12% 178

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
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

Gibbs Wealth Management's BMI Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Badger Meter (BMI) in Q1 2026: 2,315 shares worth $353K. The stake represents 0.05% of the portfolio and ranks #361 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in BMI as recently as Q2 2025.

Gibbs Wealth Management first reported a position in BMI in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Gibbs Wealth Management held 2,315 shares of Badger Meter worth $353K as of Q1 2026.
  • Badger Meter was a new Gibbs Wealth Management position in Q1 2026.
  • Badger Meter made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #361 holding.
  • Gibbs Wealth Management first reported a position in Badger Meter in Q1 2024 and has held it in 7 quarters since.
  • Gibbs Wealth Management's Badger Meter position peaked at $1.19M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.