Simplex Trading
BMI icon

Simplex Trading’s Badger Meter BMI Stock Holding History

Simplex Trading’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 		– Sell
-288
Closed -$37.7K – 9311
2026
Q1 		$43.9K Buy
+288
New +$45.2K ﹤0.01% 6018
2025
Q4 		– Sell
-8,753
Closed -$1.58M – 8598
2025
Q3 		$1.56M Buy
8,753
+3,584
+69% +$705K ﹤0.01% 2573
2025
Q2 		$1.27M Buy
5,169
+4,808
+1,332% +$1.09M ﹤0.01% 2533
2025
Q1 		$68K Buy
+361
New +$75.3K ﹤0.01% 5474
2022
Q1 		– Sell
-300
Closed -$29.4K – 10403
2021
Q4 		$31K Sell
300
-934
-76% -$98.4K ﹤0.01% 7846
2021
Q3 		$121K Hold
1,234
– – ﹤0.01% 6346
2021
Q2 		$121K Sell
1,234
-201
-14% -$19K ﹤0.01% 6451
2021
Q1 		$133K Buy
+1,435
New +$144K ﹤0.01% 5347
2020
Q2 		– Sell
-3,522
Closed -$209K – 7616
2020
Q1 		$188K Buy
+3,522
New +$215K ﹤0.01% 3671
2019
Q4 		– Sell
-2,282
Closed -$135K – 7295
2019
Q3 		$122K Sell
2,282
-236
-9% -$12.7K ﹤0.01% 4104
2019
Q2 		$150K Buy
2,518
+1,352
+116% +$74.9K ﹤0.01% 3764
2019
Q1 		$64K Buy
+1,166
New +$64.8K ﹤0.01% 4793
2015
Q3 		– Sell
-432
Closed -$12.8K – 5500
2015
Q2 		$13K Buy
432
+372
+620% +$11.7K ﹤0.01% 2828
2015
Q1 		$1K Buy
60
+52
+650% +$1.52K ﹤0.01% 4401
2014
Q4 		$0 Buy
+8
New +$219 ﹤0.01% 4634

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading's BMI Position: Q2 2026 in Review

Simplex Trading sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 288 shares — an estimated $37.7K sold.

Simplex Trading first reported a position in BMI in Q4 2014 and held it in 15 quarters. The position peaked at $1.56M in Q3 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Simplex Trading reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 288 Badger Meter shares in Q2 2026, an estimated $37.7K.
  • Simplex Trading first reported a position in Badger Meter in Q4 2014 and held it in 15 quarters.
  • Simplex Trading's Badger Meter position peaked at $1.56M in Q3 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.