LWA
BMI icon

Lowe Wealth Advisors’s Badger Meter BMI Stock Holding History

Lowe Wealth 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
Q3 		$125K Sell
700
-80
-10% -$15.7K 0.05% 82
2025
Q2 		$191K Hold
780
– – 0.07% 59
2025
Q1 		$148K Hold
780
– – 0.06% 61
2024
Q4 		$165K Hold
780
– – 0.07% 60
2024
Q3 		$170K Sell
780
-80
-9% -$16K 0.07% 55
2024
Q2 		$160K Sell
860
-360
-30% -$65.7K 0.07% 52
2024
Q1 		$197K Sell
1,220
-380
-24% -$58.4K 0.09% 49
2023
Q4 		$247K Hold
1,600
– – 0.12% 45
2023
Q3 		$230K Hold
1,600
– – 0.12% 46
2023
Q2 		$236K Hold
1,600
– – 0.12% 47
2023
Q1 		$195K Hold
1,600
– – 0.1% 47
2022
Q4 		$174K Hold
1,600
– – 0.1% 51
2022
Q3 		$148K Sell
1,600
-232
-13% -$21.5K 0.09% 48
2022
Q2 		$148K Hold
1,832
– – 0.08% 50
2022
Q1 		$183K Sell
1,832
-250
-12% -$24.5K 0.08% 50
2021
Q4 		$222K Hold
2,082
– – 0.1% 45
2021
Q3 		$211K Hold
2,082
– – 0.1% 45
2021
Q2 		$204K Hold
2,082
– – 0.1% 41
2021
Q1 		$194K Sell
2,082
-385
-16% -$38.8K 0.1% 42
2020
Q4 		$232K Hold
2,467
– – 0.12% 31
2020
Q3 		$161K Sell
2,467
-625
-20% -$39.9K 0.09% 38
2020
Q2 		$195K Sell
3,092
-400
-11% -$23.7K 0.11% 32
2020
Q1 		$187K Sell
3,492
-700
-17% -$42.6K 0.13% 30
2019
Q4 		$272K Hold
4,192
– – 0.15% 29
2019
Q3 		$225K Sell
4,192
-350
-8% -$18.9K 0.13% 29
2019
Q2 		$271K Buy
+4,542
New +$252K 0.16% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Lowe Wealth Advisors's BMI Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Badger Meter (BMI) stake by 10% in Q3 2025, selling an estimated $15.7K and leaving 700 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #82.

Lowe Wealth Advisors first reported a position in BMI in Q2 2019 and has held it in 26 quarters since. The position peaked at $272K in Q4 2019. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Lowe Wealth Advisors held 700 shares of Badger Meter worth $125K as of Q3 2025.
  • Lowe Wealth Advisors sold 80 Badger Meter shares in Q3 2025, an estimated $15.7K.
  • Badger Meter made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #82 holding.
  • Lowe Wealth Advisors first reported a position in Badger Meter in Q2 2019 and has held it in 26 quarters since.
  • Lowe Wealth Advisors's Badger Meter position peaked at $272K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.