LGA
BMI icon

Lebenthal Global Advisors’s Badger Meter BMI Stock Holding History

Lebenthal Global Advisors’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
Q4 		– Sell
-2,558
Closed -$457K – 186
2025
Q3 		$457K Buy
2,558
+1,418
+124% +$279K 0.08% 151
2025
Q2 		$279K Buy
+1,140
New +$258K 0.05% 166

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Lebenthal Global Advisors's BMI Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 2,558 shares — an estimated $457K sold.

Lebenthal Global Advisors first reported a position in BMI in Q2 2025 and held it in 2 quarters. The position peaked at $457K in Q3 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,558 Badger Meter shares in Q4 2025, an estimated $457K.
  • Lebenthal Global Advisors first reported a position in Badger Meter in Q2 2025 and held it in 2 quarters.
  • Lebenthal Global Advisors's Badger Meter position peaked at $457K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.