JSW
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Journey Strategic Wealth’s Badger Meter BMI Stock Holding History

Journey Strategic Wealth’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 		$214K Buy
1,404
+107
+8% +$16.8K 0.01% 736
2025
Q4 		$226K Sell
1,297
-1
-0.1% -$180 0.01% 650
2025
Q3 		$232K Buy
1,298
+2
+0.2% +$393 0.01% 589
2025
Q2 		$317K Buy
1,296
+57
+5% +$12.9K 0.01% 407
2025
Q1 		$236K Buy
1,239
+2
+0.2% +$417 0.01% 417
2024
Q4 		$262K Hold
1,237
– – 0.01% 376
2024
Q3 		$270K Buy
1,237
+1
+0.1% +$200 0.01% 364
2024
Q2 		$230K Buy
+1,236
New +$226K 0.01% 325

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

Journey Strategic Wealth's BMI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Badger Meter (BMI) stake by 8.2% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,404 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #736.

Journey Strategic Wealth first reported a position in BMI in Q2 2024 and has held it in 8 quarters since. The position peaked at $317K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Journey Strategic Wealth held 1,404 shares of Badger Meter worth $214K as of Q1 2026.
  • Journey Strategic Wealth bought 107 Badger Meter shares in Q1 2026, an estimated $16.8K.
  • Badger Meter made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #736 holding.
  • Journey Strategic Wealth first reported a position in Badger Meter in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's Badger Meter position peaked at $317K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.