Bank of Montreal’s Middleby MIDD Stock Holding History

Bank of Montreal’s Portfolio MIDD Stock Details MIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-335,000	Closed	-$48.2M	–	3711
2025 Q2	$48.2M	Buy	335,000 +160,000	+91%	+$22.5M	0.02%	442
2025 Q1	$26.6M	Sell	175,000 -150,000	-46%	-$23.5M	0.01%	606
2024 Q4	$44M	Buy	325,000 +125,000	+63%	+$17.2M	0.02%	496
2024 Q3	$28.3M	Sell	200,000 -50,000	-20%	-$6.72M	0.01%	651
2024 Q2	$33.3M	Hold	250,000	–	–	0.01%	598
2024 Q1	$39.9M	Buy	250,000 +20,000	+9%	+$2.95M	0.01%	511
2023 Q4	$34.3M	Buy	+230,000	New	+$29.2M	0.01%	595

Other funds holding MIDD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of Montreal's MIDD Position: Q2 2026 in Review

Bank of Montreal increased its Middleby (MIDD) stake by 0.26% in Q2 2026, buying an estimated $177K and bringing the position to 457,742 shares worth $78.7M. The position accounts for 0.03% of the portfolio, ranked #452.

Bank of Montreal first reported a position in MIDD in Q2 2013 and has held it in 53 quarters since. The position peaked at $174M in Q2 2025. 279 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Bank of Montreal held 457,742 shares of Middleby worth $78.7M as of Q2 2026.
Bank of Montreal bought 1,171 Middleby shares in Q2 2026, an estimated $177K.
Middleby made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #452 holding.
Bank of Montreal first reported a position in Middleby in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Middleby position peaked at $174M in Q2 2025.
279 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.