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Shell Asset Management’s Badger Meter BMI Stock Holding History

Shell Asset 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
Q3 		$74K Sell
413
-2,642
-86% -$520K 0.01% 741
2025
Q2 		$748K Buy
3,055
+291
+11% +$65.9K 0.03% 414
2025
Q1 		$526K Sell
2,764
-105
-4% -$21.9K 0.03% 438
2024
Q4 		$609K Buy
2,869
+22
+0.8% +$4.79K 0.03% 430
2024
Q3 		$622K Buy
+2,847
New +$571K 0.03% 423
2024
Q1 		$548K Sell
2,943
-10,811
-79% -$1.66M 0.03% 437
2023
Q4 		$2.12M Sell
13,754
-798
-5% -$116K 0.1% 213
2023
Q3 		$2.09M Sell
14,552
-5
-0% -$790 0.09% 230
2023
Q2 		$2.15M Buy
14,557
+6,326
+77% +$871K 0.08% 232
2023
Q1 		$1M Hold
8,231
– – 0.04% 367
2022
Q4 		$897K Hold
8,231
– – 0.04% 383
2022
Q3 		$760K Hold
8,231
– – 0.03% 423
2022
Q2 		$666K Hold
8,231
– – 0.02% 557
2022
Q1 		$821K Hold
8,231
– – 0.02% 556
2021
Q4 		$877K Hold
8,231
– – 0.02% 616
2021
Q3 		$832K Hold
8,231
– – 0.02% 597
2021
Q2 		$808K Hold
8,231
– – 0.02% 675
2021
Q1 		$766K Sell
8,231
-1,161
-12% -$117K 0.02% 649
2020
Q4 		$883K Hold
9,392
– – 0.02% 545
2020
Q3 		$614K Sell
9,392
-2,758
-23% -$176K 0.01% 593
2020
Q2 		$764K Hold
12,150
– – 0.02% 510
2020
Q1 		$651K Hold
12,150
– – 0.02% 561
2019
Q4 		$789K Hold
12,150
– – 0.02% 652
2019
Q3 		$652K Sell
12,150
-5,447
-31% -$294K 0.01% 753
2019
Q2 		$1.05M Sell
17,597
-2,126
-11% -$118K 0.02% 534
2019
Q1 		$1.1M Sell
19,723
-7,736
-28% -$430K 0.02% 524
2018
Q4 		$1.35M Buy
27,459
+8,018
+41% +$411K 0.03% 413
2018
Q3 		$1.03M Buy
19,441
+6,997
+56% +$364K 0.02% 646
2018
Q2 		$556K Hold
12,444
– – 0.01% 908
2018
Q1 		$587K Hold
12,444
– – 0.01% 860
2017
Q4 		$595K Hold
12,444
– – 0.01% 856
2017
Q3 		$610K Buy
+12,444
New +$553K 0.01% 787

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Shell Asset Management's BMI Position: Q3 2025 in Review

Shell Asset Management reduced its Badger Meter (BMI) stake by 86% in Q3 2025, selling an estimated $520K and leaving 413 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #741.

Shell Asset Management first reported a position in BMI in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.15M in Q2 2023. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Shell Asset Management held 413 shares of Badger Meter worth $74K as of Q3 2025.
  • Shell Asset Management sold 2,642 Badger Meter shares in Q3 2025, an estimated $520K.
  • Badger Meter made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #741 holding.
  • Shell Asset Management first reported a position in Badger Meter in Q3 2017 and has held it in 32 quarters since.
  • Shell Asset Management's Badger Meter position peaked at $2.15M in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.