PWM
BMI icon

Perigon Wealth Management’s Badger Meter BMI Stock Holding History

Perigon Wealth 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
2026
Q1 		$201K Buy
+1,322
New +$208K ﹤0.01% 1223
2017
Q2 		– Sell
-5,134
Closed -$189K – 580
2017
Q1 		$189K Hold
5,134
– – 0.04% 261
2016
Q4 		$187K Buy
+5,134
New +$179K 0.04% 251

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's BMI Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Badger Meter (BMI) in Q1 2026: 1,322 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in BMI as recently as Q1 2017.

Perigon Wealth Management first reported a position in BMI in Q4 2016 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Perigon Wealth Management held 1,322 shares of Badger Meter worth $201K as of Q1 2026.
  • Badger Meter was a new Perigon Wealth Management position in Q1 2026.
  • Badger Meter made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1223 holding.
  • Perigon Wealth Management first reported a position in Badger Meter in Q4 2016 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.