IWM
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IHT Wealth Management’s Badger Meter BMI Stock Holding History

IHT 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 		– Sell
-2,766
Closed -$482K – 1264
2025
Q4 		$482K Buy
2,766
+15
+0.5% +$2.7K 0.01% 781
2025
Q3 		$491K Sell
2,751
-25
-0.9% -$4.92K 0.01% 745
2025
Q2 		$680K Sell
2,776
-94
-3% -$21.3K 0.02% 612
2025
Q1 		$546K Sell
2,870
-2,881
-50% -$601K 0.02% 640
2024
Q4 		$1.22M Sell
5,751
-132
-2% -$28.7K 0.04% 388
2024
Q3 		$1.28M Buy
5,883
+702
+14% +$141K 0.04% 433
2024
Q2 		$965K Sell
5,181
-115
-2% -$21K 0.04% 446
2024
Q1 		$857K Buy
+5,296
New +$813K 0.03% 471

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

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

IHT Wealth Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 2,766 shares — an estimated $482K sold.

IHT Wealth Management first reported a position in BMI in Q1 2024 and held it in 8 quarters. The position peaked at $1.28M in Q3 2024. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • IHT Wealth Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,766 Badger Meter shares in Q1 2026, an estimated $482K.
  • IHT Wealth Management first reported a position in Badger Meter in Q1 2024 and held it in 8 quarters.
  • IHT Wealth Management's Badger Meter position peaked at $1.28M in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.