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 Q2	$155K	Sell	1,047 -213	-17%	-$27.9K	0.01%	643
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Badger Meter (BMI) stake by 17% in Q2 2026, selling an estimated $27.9K and leaving 1,047 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #643.

Pinnacle Wealth Planning Services first reported a position in BMI in Q4 2020 and has held it in 6 quarters since. The position peaked at $303K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Pinnacle Wealth Planning Services held 1,047 shares of Badger Meter worth $155K as of Q2 2026.
Pinnacle Wealth Planning Services sold 213 Badger Meter shares in Q2 2026, an estimated $27.9K.
Badger Meter made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #643 holding.
Pinnacle Wealth Planning Services first reported a position in Badger Meter in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Badger Meter position peaked at $303K in Q2 2025.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.