Fundsmith BMI trades
Terry Smith
Terry Smith Badger Meter Inc stake
total: 91
Trades details
- 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.
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.
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.