Brown, Lisle/Cummings’s Middleby MIDD Stock Holding History

Brown, Lisle/Cummings’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 Q1	$1.99K	Hold	15	–	–	﹤0.01%	821
2025 Q4	$2.23K	Hold	15	–	–	﹤0.01%	633
2025 Q3	$1.99K	Hold	15	–	–	﹤0.01%	650
2025 Q2	$2.16K	Hold	15	–	–	﹤0.01%	648
2025 Q1	$2.28K	Hold	15	–	–	﹤0.01%	636
2024 Q4	$2.03K	Hold	15	–	–	﹤0.01%	603
2024 Q3	$2.09K	Hold	15	–	–	﹤0.01%	574
2024 Q2	$1.84K	Hold	15	–	–	﹤0.01%	571
2024 Q1	$2.41K	Hold	15	–	–	﹤0.01%	518
2023 Q4	$2.21K	Hold	15	–	–	﹤0.01%	533
2023 Q3	$1.92K	Sell	15 -50	-77%	-$7.1K	﹤0.01%	514
2023 Q2	$9.61K	Hold	65	–	–	﹤0.01%	419
2023 Q1	$9.53K	Hold	65	–	–	﹤0.01%	399
2022 Q4	$8.7K	Buy	65 +15	+30%	+$2.04K	﹤0.01%	393
2022 Q3	$6.41K	Hold	50	–	–	﹤0.01%	413
2022 Q2	$6.27K	Hold	50	–	–	﹤0.01%	402
2022 Q1	$8.2K	Hold	50	–	–	﹤0.01%	401
2021 Q4	$9.84K	Buy	+50	New	+$9.12K	﹤0.01%	377

Other funds holding MIDD

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return