Williams Jones Wealth Management’s Badger Meter BMI Stock Holding History

Williams Jones 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 Q2	$9.14M	Buy	+61,596	New	+$8.06M	0.1%	106

Other funds holding BMI

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Williams Jones Wealth Management's BMI Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Badger Meter (BMI) in Q2 2026: 61,596 shares worth $9.14M. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

188 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Williams Jones Wealth Management held 61,596 shares of Badger Meter worth $9.14M as of Q2 2026.
Badger Meter was a new Williams Jones Wealth Management position in Q2 2026.
Badger Meter made up 0.1% of Williams Jones Wealth Management's portfolio in Q2 2026, its #106 holding.
188 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.