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Institute for Wealth Management’s Badger Meter BMI Stock Holding History

Institute for 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
2025
Q3 		– Sell
-1,077
Closed -$264K – 564
2025
Q2 		$264K Sell
1,077
-62
-5% -$14K 0.03% 468
2025
Q1 		$217K Sell
1,139
-588
-34% -$123K 0.03% 492
2024
Q4 		$366K Buy
1,727
+253
+17% +$55.1K 0.05% 359
2024
Q3 		$322K Buy
1,474
+170
+13% +$34.1K 0.04% 400
2024
Q2 		$243K Buy
+1,304
New +$238K 0.03% 440

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Institute for Wealth Management's BMI Position: Q3 2025 in Review

Institute for Wealth Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 1,077 shares — an estimated $264K sold.

Institute for Wealth Management first reported a position in BMI in Q2 2024 and held it in 5 quarters. The position peaked at $366K in Q4 2024. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Institute for Wealth Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,077 Badger Meter shares in Q3 2025, an estimated $264K.
  • Institute for Wealth Management first reported a position in Badger Meter in Q2 2024 and held it in 5 quarters.
  • Institute for Wealth Management's Badger Meter position peaked at $366K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.