SMA
BMI icon

Sage Mountain Advisors’s Badger Meter BMI Stock Holding History

Sage Mountain Advisors’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 		$278K Buy
1,825
+306
+20% +$48K 0.02% 170
2025
Q4 		$265K Buy
1,519
+283
+23% +$51K 0.01% 412
2025
Q3 		$221K Buy
+1,236
New +$243K 0.01% 444

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

Sage Mountain Advisors's BMI Position: Q1 2026 in Review

Sage Mountain Advisors increased its Badger Meter (BMI) stake by 20% in Q1 2026, buying an estimated $48K and bringing the position to 1,825 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #170.

Sage Mountain Advisors first reported a position in BMI in Q3 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Sage Mountain Advisors held 1,825 shares of Badger Meter worth $278K as of Q1 2026.
  • Sage Mountain Advisors bought 306 Badger Meter shares in Q1 2026, an estimated $48K.
  • Badger Meter made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #170 holding.
  • Sage Mountain Advisors first reported a position in Badger Meter in Q3 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.