TAM
BMI icon

Trillium Asset Management’s Badger Meter BMI Stock Holding History

Trillium 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
Q2 		$3.75M Buy
25,277
+2,405
+11% +$315K 0.12% 135
2026
Q1 		$3.78M Buy
22,872
+8,314
+57% +$1.31M 0.13% 124
2025
Q4 		$2.65M Sell
14,558
-4,140
-22% -$745K 0.08% 144
2025
Q3 		$3.34M Sell
18,698
-386
-2% -$75.9K 0.09% 139
2025
Q2 		$4.68M Sell
19,084
-545
-3% -$123K 0.13% 125
2025
Q1 		$3.73M Buy
+19,629
New +$4.1M 0.11% 134

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

Trillium Asset Management's BMI Position: Q2 2026 in Review

Trillium Asset Management increased its Badger Meter (BMI) stake by 11% in Q2 2026, buying an estimated $315K and bringing the position to 25,277 shares worth $3.75M. The position accounts for 0.12% of the portfolio, ranked #135.

Trillium Asset Management first reported a position in BMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.68M in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Trillium Asset Management held 25,277 shares of Badger Meter worth $3.75M as of Q2 2026.
  • Trillium Asset Management bought 2,405 Badger Meter shares in Q2 2026, an estimated $315K.
  • Badger Meter made up 0.12% of Trillium Asset Management's portfolio in Q2 2026, its #135 holding.
  • Trillium Asset Management first reported a position in Badger Meter in Q1 2025 and has held it in 6 quarters since.
  • Trillium Asset Management's Badger Meter position peaked at $4.68M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.