LGT Financial Advisors’s Badger Meter BMI Stock Holding History

LGT Financial 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 Q1	–	Sell	-194	Closed	-$41.2K	–	353
2024 Q4	$41.2K	Hold	194	–	–	0.09%	177
2024 Q3	$42.4K	Hold	194	–	–	0.1%	147
2024 Q2	$36.2K	Hold	194	–	–	0.08%	198
2024 Q1	$31.4K	Hold	194	–	–	0.04%	283
2023 Q4	$29.9K	Hold	194	–	–	0.04%	272
2023 Q3	$27.9K	Buy	+194	New	+$30.6K	0.04%	282

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LGT Financial Advisors's BMI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 194 shares — an estimated $41.2K sold.

LGT Financial Advisors first reported a position in BMI in Q3 2023 and held it in 6 quarters. The position peaked at $42.4K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

LGT Financial Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 194 Badger Meter shares in Q1 2025, an estimated $41.2K.
LGT Financial Advisors first reported a position in Badger Meter in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Badger Meter position peaked at $42.4K in Q3 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.