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Shelton Capital Management’s Badger Meter BMI Stock Holding History

Shelton Capital 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 		– Sell
-1,375
Closed -$337K – 728
2025
Q2 		$337K Sell
1,375
-35
-2% -$7.93K 0.01% 449
2025
Q1 		$268K Sell
1,410
-338
-19% -$70.5K 0.01% 524
2024
Q4 		$371K Sell
1,748
-76
-4% -$16.6K 0.01% 420
2024
Q3 		$398K Hold
1,824
– – 0.01% 402
2024
Q2 		$340K Sell
1,824
-98
-5% -$17.9K 0.01% 440
2024
Q1 		$311K Sell
1,922
-109
-5% -$16.7K 0.01% 512
2023
Q4 		$314K Hold
2,031
– – 0.01% 480
2023
Q3 		$292K Sell
2,031
-163
-7% -$25.7K 0.01% 483
2023
Q2 		$324K Sell
2,194
-129
-6% -$17.8K 0.01% 457
2023
Q1 		$283K Buy
+2,323
New +$272K 0.01% 506
2022
Q1 		– Sell
-1,884
Closed -$201K – 820
2021
Q4 		$201K Buy
+1,884
New +$198K 0.01% 803
2016
Q4 		– Sell
-12,298
Closed -$412K – 868
2016
Q3 		$412K Sell
12,298
-12,298
-50% -$251K 0.03% 444
2016
Q2 		$449K Hold
24,596
– – 0.04% 405
2016
Q1 		$409K Hold
24,596
– – 0.04% 431
2015
Q4 		$360K Hold
24,596
– – 0.03% 462
2015
Q3 		$357K Hold
24,596
– – 0.04% 455
2015
Q2 		$390K Hold
24,596
– – 0.04% 469
2015
Q1 		$369K Buy
24,596
+3,076
+14% +$44.9K 0.04% 506
2014
Q4 		$319K Hold
21,520
– – 0.04% 552
2014
Q3 		$271K Hold
21,520
– – 0.04% 588
2014
Q2 		$283K Buy
21,520
+672
+3% +$8.6K 0.04% 589
2014
Q1 		$287K Hold
20,848
– – 0.04% 550
2013
Q4 		$284K Buy
20,848
+3,600
+21% +$46.7K 0.04% 536
2013
Q3 		$201K Buy
+17,248
New +$203K 0.03% 646

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Shelton Capital Management's BMI Position: Q3 2025 in Review

Shelton Capital Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 1,375 shares — an estimated $337K sold.

Shelton Capital Management first reported a position in BMI in Q3 2013 and held it in 24 quarters. The position peaked at $449K in Q2 2016. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Shelton Capital Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,375 Badger Meter shares in Q3 2025, an estimated $337K.
  • Shelton Capital Management first reported a position in Badger Meter in Q3 2013 and held it in 24 quarters.
  • Shelton Capital Management's Badger Meter position peaked at $449K in Q2 2016.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.