LWAM
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Legacy Wealth Asset Management’s Badger Meter BMI Stock Holding History

Legacy Wealth Asset 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
Q3 		$298K Buy
2,411
+43
+2% +$5.79K 0.07% 314
2026
Q2 		$351K Buy
+2,368
New +$310K 0.08% 302

Other funds holding BMI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's BMI Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Badger Meter (BMI) stake by 1.8% in Q3 2026, buying an estimated $5.79K and bringing the position to 2,411 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #314.

Legacy Wealth Asset Management first reported a position in BMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $351K in Q2 2026. 13 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Legacy Wealth Asset Management held 2,411 shares of Badger Meter worth $298K as of Q3 2026.
  • Legacy Wealth Asset Management bought 43 Badger Meter shares in Q3 2026, an estimated $5.79K.
  • Badger Meter made up 0.07% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #314 holding.
  • Legacy Wealth Asset Management first reported a position in Badger Meter in Q2 2026 and has held it in 2 quarters since.
  • Legacy Wealth Asset Management's Badger Meter position peaked at $351K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.