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Tower View Wealth Management’s Badger Meter BMI Stock Holding History

Tower View Wealth 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 		– Sell
-15,887
Closed -$2.77M – 205
2025
Q4 		$2.77M Buy
15,887
+373
+2% +$67.2K 1.37% 29
2025
Q3 		$2.77M Buy
15,514
+768
+5% +$151K 1.43% 29
2025
Q2 		$3.61M Buy
14,746
+73
+0.5% +$16.5K 1.87% 24
2025
Q1 		$2.79M Sell
14,673
-232
-2% -$48.4K 1.63% 28
2024
Q4 		$3.16M Buy
14,905
+33
+0.2% +$7.19K 1.67% 29
2024
Q3 		$3.25M Sell
14,872
-56
-0.4% -$11.2K 1.78% 25
2024
Q2 		$2.78M Sell
14,928
-23
-0.2% -$4.2K 1.6% 27
2024
Q1 		$2.42M Buy
14,951
+100
+0.7% +$15.4K 1.42% 32
2023
Q4 		$2.29M Buy
14,851
+5,471
+58% +$797K 1.42% 32
2023
Q3 		$1.35M Buy
+9,380
New +$1.48M 0.95% 39

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tower View Wealth Management's BMI Position: Q1 2026 in Review

Tower View Wealth Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 15,887 shares — an estimated $2.77M sold.

Tower View Wealth Management first reported a position in BMI in Q3 2023 and held it in 10 quarters. The position peaked at $3.61M in Q2 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Tower View Wealth Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Tower View Wealth Management sold 15,887 Badger Meter shares in Q1 2026, an estimated $2.77M.
  • Tower View Wealth Management first reported a position in Badger Meter in Q3 2023 and held it in 10 quarters.
  • Tower View Wealth Management's Badger Meter position peaked at $3.61M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.