Smartleaf Asset Management’s Badger Meter BMI Stock Holding History

Smartleaf 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
2026 Q1	$32.7K	Sell	221 -467	-68%	-$73.3K	﹤0.01%	1700
2025 Q4	$123K	Buy	688 +82	+14%	+$14.8K	﹤0.01%	1071
2025 Q3	$107K	Buy	606 +44	+8%	+$8.65K	0.01%	1032
2025 Q2	$138K	Sell	562 -21	-4%	-$4.76K	0.01%	722
2025 Q1	$111K	Sell	583 -14	-2%	-$2.92K	0.01%	788
2024 Q4	$128K	Buy	597 +432	+262%	+$94.1K	0.01%	725
2024 Q3	$35.7K	Buy	165 +32	+24%	+$6.41K	﹤0.01%	1043
2024 Q2	$24.8K	Buy	+133	New	+$24.3K	﹤0.01%	958

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smartleaf Asset Management's BMI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Badger Meter (BMI) stake by 68% in Q1 2026, selling an estimated $73.3K and leaving 221 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Smartleaf Asset Management first reported a position in BMI in Q2 2024 and has held it in 8 quarters since. The position peaked at $138K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Smartleaf Asset Management held 221 shares of Badger Meter worth $32.7K as of Q1 2026.
Smartleaf Asset Management sold 467 Badger Meter shares in Q1 2026, an estimated $73.3K.
Badger Meter made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1700 holding.
Smartleaf Asset Management first reported a position in Badger Meter in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Badger Meter position peaked at $138K in Q2 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.