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
Q1 		– Sell
-1,500
Closed -$262K – 5992
2025
Q4 		$262K Hold
1,500
– – ﹤0.01% 5252
2025
Q3 		$268K Buy
+1,500
New +$295K ﹤0.01% 5140

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VCM
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UBS Group
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Invesco
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Morgan Stanley
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First Trust Advisors
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Dimensional Fund Advisors
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LPL Financial's BMI Position: Q1 2026 in Review

LPL Financial increased its Badger Meter (BMI) stake by 6.8% in Q1 2026, buying an estimated $371K and bringing the position to 36,936 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

LPL Financial first reported a position in BMI in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q3 2024. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • LPL Financial held 36,936 shares of Badger Meter worth $5.63M as of Q1 2026.
  • LPL Financial bought 2,363 Badger Meter shares in Q1 2026, an estimated $371K.
  • Badger Meter made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2521 holding.
  • LPL Financial first reported a position in Badger Meter in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Badger Meter position peaked at $12.6M in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.