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Monument Capital Management’s Badger Meter BMI Stock Holding History

Monument Capital 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
2025
Q4 		– Sell
-1,135
Closed -$203K – 223
2025
Q3 		$203K Sell
1,135
-14,453
-93% -$2.84M 0.05% 217
2025
Q2 		$3.82M Buy
15,588
+60
+0.4% +$13.6K 0.99% 32
2025
Q1 		$2.95M Buy
15,528
+126
+0.8% +$26.3K 0.91% 46
2024
Q4 		$3.27M Sell
15,402
-74
-0.5% -$16.1K 0.9% 35
2024
Q3 		$3.38M Buy
15,476
+28
+0.2% +$5.61K 0.93% 34
2024
Q2 		$2.88M Buy
15,448
+344
+2% +$62.8K 0.85% 39
2024
Q1 		$2.44M Sell
15,104
-471
-3% -$72.3K 0.7% 59
2023
Q4 		$2.4M Sell
15,575
-220
-1% -$32K 0.77% 41
2023
Q3 		$2.27M Buy
15,795
+830
+6% +$131K 0.76% 45
2023
Q2 		$2.21M Buy
+14,965
New +$2.06M 0.7% 44

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Monument Capital Management's BMI Position: Q4 2025 in Review

Monument Capital Management sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 1,135 shares — an estimated $203K sold.

Monument Capital Management first reported a position in BMI in Q2 2023 and held it in 10 quarters. The position peaked at $3.82M in Q2 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Monument Capital Management reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Monument Capital Management sold 1,135 Badger Meter shares in Q4 2025, an estimated $203K.
  • Monument Capital Management first reported a position in Badger Meter in Q2 2023 and held it in 10 quarters.
  • Monument Capital Management's Badger Meter position peaked at $3.82M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Monument Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.