Pinnacle Wealth Planning Services’s Badger Meter BMI Stock Holding History

Pinnacle Wealth Planning Services’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	$192K	Buy	1,260 +144	+13%	+$22.6K	0.02%	494
2025 Q4	$195K	Buy	+1,116	New	+$201K	0.02%	471
2025 Q3	–	Sell	-1,235	Closed	-$303K	–	487
2025 Q2	$303K	Buy	+1,235	New	+$280K	0.04%	296
2024 Q2	–	Sell	-1,270	Closed	-$205K	–	514
2024 Q1	$205K	Buy	+1,270	New	+$195K	0.03%	423
2021 Q1	–	Sell	-40	Closed	-$4K	–	555
2020 Q4	$4K	Buy	+40	New	+$3.19K	﹤0.01%	1713

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Badger Meter (BMI) stake by 13% in Q1 2026, buying an estimated $22.6K and bringing the position to 1,260 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #494.

Pinnacle Wealth Planning Services first reported a position in BMI in Q4 2020 and has held it in 5 quarters since. The position peaked at $303K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Pinnacle Wealth Planning Services held 1,260 shares of Badger Meter worth $192K as of Q1 2026.
Pinnacle Wealth Planning Services bought 144 Badger Meter shares in Q1 2026, an estimated $22.6K.
Badger Meter made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #494 holding.
Pinnacle Wealth Planning Services first reported a position in Badger Meter in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Badger Meter position peaked at $303K in Q2 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.