LPL Financial
BMI icon

LPL Financial’s Badger Meter BMI Stock Holding History

LPL Financial’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
Q2 		$4.66M Sell
31,389
-5,547
-15% -$726K ﹤0.01% 2869
2026
Q1 		$5.63M Buy
36,936
+2,363
+7% +$371K ﹤0.01% 2521
2025
Q4 		$6.03M Buy
34,573
+876
+3% +$158K ﹤0.01% 2375
2025
Q3 		$6.02M Sell
33,697
-7,786
-19% -$1.53M ﹤0.01% 2304
2025
Q2 		$10.2M Buy
41,483
+4,778
+13% +$1.08M ﹤0.01% 1700
2025
Q1 		$6.79M Sell
36,705
-10,095
-22% -$2.11M ﹤0.01% 1897
2024
Q4 		$9.96M Sell
46,800
-11,012
-19% -$2.4M ﹤0.01% 1549
2024
Q3 		$12.6M Buy
57,812
+1,932
+3% +$387K 0.01% 1312
2024
Q2 		$10.4M Sell
55,880
-708
-1% -$129K 0.01% 1349
2024
Q1 		$9.16M Buy
56,588
+43,081
+319% +$6.62M ﹤0.01% 1396
2023
Q4 		$2.09M Sell
13,507
-3,744
-22% -$545K ﹤0.01% 2369
2023
Q3 		$2.47M Sell
17,251
-2,641
-13% -$417K ﹤0.01% 2131
2023
Q2 		$2.94M Sell
19,892
-268
-1% -$36.9K ﹤0.01% 1933
2023
Q1 		$2.46M Sell
20,160
-6,429
-24% -$752K ﹤0.01% 1982
2022
Q4 		$2.88M Buy
26,589
+13,945
+110% +$1.51M ﹤0.01% 1799
2022
Q3 		$1.17M Buy
12,644
+285
+2% +$26.4K ﹤0.01% 2413
2022
Q2 		$1M Buy
12,359
+1,343
+12% +$111K ﹤0.01% 2576
2022
Q1 		$1.1M Buy
11,016
+2,687
+32% +$263K ﹤0.01% 2536
2021
Q4 		$883K Buy
8,329
+1,468
+21% +$155K ﹤0.01% 2766
2021
Q3 		$706K Buy
6,861
+557
+9% +$56.9K ﹤0.01% 2898
2021
Q2 		$619K Buy
6,304
+518
+9% +$48.9K ﹤0.01% 2972
2021
Q1 		$539K Buy
5,786
+298
+5% +$30K ﹤0.01% 2956
2020
Q4 		$516K Buy
5,488
+1,087
+25% +$86.8K ﹤0.01% 2724
2020
Q3 		$288K Buy
4,401
+171
+4% +$10.9K ﹤0.01% 2934
2020
Q2 		$266K Buy
+4,230
New +$251K ﹤0.01% 2916

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's BMI Position: Q2 2026 in Review

LPL Financial reduced its Badger Meter (BMI) stake by 15% in Q2 2026, selling an estimated $726K and leaving 31,389 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

LPL Financial first reported a position in BMI in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.6M in Q3 2024. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • LPL Financial held 31,389 shares of Badger Meter worth $4.66M as of Q2 2026.
  • LPL Financial sold 5,547 Badger Meter shares in Q2 2026, an estimated $726K.
  • Badger Meter made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2869 holding.
  • LPL Financial first reported a position in Badger Meter in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Badger Meter position peaked at $12.6M in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.