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User

Terry Smith

Fundsmith

Terry Smith Badger Meter Inc stake

total: 91

Fundsmith BMI trades

Total transactions:
2
New positions:
1
Added:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Terry Smith holds 174,627 Badger Meter Inc (BMI) shares with a market value of roughly $25.91M accounting for 0.19% of the overall portfolio. To date, the estimated cost basis is nearly $151.62 for "buy" trades. Fundsmith first purchased BMI in 2026 Q1, initially acquiring 142,491 shares. Since the initial investment in Badger Meter Inc (BMI), Fundsmith has made 1 more transaction.

How many BMI shares does Terry Smith currently hold?

According to 2026 Q2 report, Terry Smith holds 174,627 shares of Badger Meter Inc (BMI), valued at around $25.91M.

When did Terry Smith buy Badger Meter Inc (BMI)?

Terry Smith first invested in Badger Meter Inc (BMI) in 2026 Q1 at the reported quarter-end price of $152.35 per share.

What's the cost basis of Fundsmith's BMI stake?

The estimated cost basis for Badger Meter Inc (BMI) stake is around $151.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$151.62

Terry Smith's historical trades in Badger Meter Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.19%
174,627
$148.38
$25,911,154
+22.55% (+32,136)
+0.03%
2026 Q1
0.17%
142,491
$152.35
$21,708,504
new
+0.17%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.