Beacon Investment Advisory Services’s Middleby MIDD Stock Holding History

Beacon Investment Advisory Services’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
2026 Q2	$252K	Hold	1,463	–	–	0.01%	234
2026 Q1	$194K	Hold	1,463	–	–	0.01%	248
2025 Q4	$218K	Buy	+1,463	New	+$192K	0.01%	250
2025 Q3	–	Sell	-1,463	Closed	-$211K	–	256
2025 Q2	$211K	Hold	1,463	–	–	0.01%	238
2025 Q1	$222K	Buy	+1,463	New	+$230K	0.01%	223
2024 Q4	–	Sell	-1,463	Closed	-$204K	–	258
2024 Q3	$204K	Buy	+1,463	New	+$197K	0.01%	247
2024 Q2	–	Sell	-1,463	Closed	-$235K	–	268
2024 Q1	$235K	Hold	1,463	–	–	0.01%	244
2023 Q4	$215K	Buy	+1,463	New	+$186K	0.01%	254
2023 Q3	–	Sell	-1,463	Closed	-$216K	–	278
2023 Q2	$216K	Hold	1,463	–	–	0.01%	264
2023 Q1	$214K	Buy	+1,463	New	+$217K	0.01%	261
2022 Q2	–	Sell	-1,463	Closed	-$240K	–	299
2022 Q1	$240K	Hold	1,463	–	–	0.01%	273
2021 Q4	$288K	Hold	1,463	–	–	0.01%	261
2021 Q3	$249K	Hold	1,463	–	–	0.01%	269
2021 Q2	$253K	Hold	1,463	–	–	0.01%	278
2021 Q1	$242K	Buy	+1,463	New	+$215K	0.01%	274
2017 Q4	–	Sell	-1,801	Closed	-$231K	–	261
2017 Q3	$231K	Buy	+1,801	New	+$222K	0.02%	245

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Beacon Investment Advisory Services's MIDD Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Middleby (MIDD) position steady in Q2 2026 at 1,463 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #234.

Beacon Investment Advisory Services first reported a position in MIDD in Q3 2017 and has held it in 16 quarters since. The position peaked at $288K in Q4 2021. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Beacon Investment Advisory Services held 1,463 shares of Middleby worth $252K as of Q2 2026.
Beacon Investment Advisory Services left its Middleby share count unchanged in Q2 2026.
Middleby made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #234 holding.
Beacon Investment Advisory Services first reported a position in Middleby in Q3 2017 and has held it in 16 quarters since.
Beacon Investment Advisory Services's Middleby position peaked at $288K in Q4 2021.
452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.