Carson Wealth (CWM LLC)’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $472K | Buy |
3,559
+1,812
| +104% | +$275K | ﹤0.01% | 2061 |
|
|
2025
Q4 | $260K | Buy |
1,747
+1,230
| +238% | +$161K | ﹤0.01% | 2350 |
|
|
2025
Q3 | $69K | Sell |
517
-170
| -25% | -$23.6K | ﹤0.01% | 3260 |
|
|
2025
Q2 | $99K | Sell |
687
-179
| -21% | -$25.2K | ﹤0.01% | 2733 |
|
|
2025
Q1 | $132K | Sell |
866
-86
| -9% | -$13.5K | ﹤0.01% | 2199 |
|
|
2024
Q4 | $129K | Buy |
952
+347
| +57% | +$47.8K | ﹤0.01% | 2115 |
|
|
2024
Q3 | $84K | Buy |
605
+46
| +8% | +$6.18K | ﹤0.01% | 2309 |
|
|
2024
Q2 | $69K | Sell |
559
-133
| -19% | -$18K | ﹤0.01% | 2236 |
|
|
2024
Q1 | $111K | Buy |
692
+182
| +36% | +$26.8K | ﹤0.01% | 1818 |
|
|
2023
Q4 | $75K | Buy |
510
+227
| +80% | +$28.8K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $36K | Buy |
283
+3
| +1% | +$426 | ﹤0.01% | 2287 |
|
|
2023
Q2 | $41K | Buy |
280
+72
| +35% | +$10.2K | ﹤0.01% | 2122 |
|
|
2023
Q1 | $30K | Buy |
208
+24
| +13% | +$3.57K | ﹤0.01% | 2226 |
|
|
2022
Q4 | $25K | Sell |
184
-4
| -2% | -$544 | ﹤0.01% | 2207 |
|
|
2022
Q3 | $24K | Sell |
188
-163
| -46% | -$22.9K | ﹤0.01% | 2116 |
|
|
2022
Q2 | $44K | Sell |
351
-282
| -45% | -$40.7K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $104K | Buy |
633
+193
| +44% | +$35.1K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $87K | Buy |
+440
| New | +$80.3K | ﹤0.01% | 1345 |
|
|
2021
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q1 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q4 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q3 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q1 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2019
Q4 | $34K | Hold |
196
| – | – | ﹤0.01% | 1563 |
|
|
2019
Q3 | $34K | Hold |
196
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q1 | $34K | Buy |
196
+108
| +123% | +$13K | ﹤0.01% | 1562 |
|
|
2018
Q4 | $9K | Sell |
88
-47
| -35% | -$5.35K | ﹤0.01% | 1370 |
|
|
2018
Q3 | $17K | Sell |
135
-13
| -9% | -$1.48K | ﹤0.01% | 996 |
|
|
2018
Q2 | $15K | Buy |
148
+70
| +90% | +$7.92K | ﹤0.01% | 898 |
|
|
2018
Q1 | $10K | Sell |
78
-19
| -20% | -$2.49K | ﹤0.01% | 852 |
|
|
2017
Q4 | $13K | Buy |
97
+32
| +49% | +$3.92K | ﹤0.01% | 822 |
|
|
2017
Q3 | $8K | Buy |
65
+48
| +282% | +$5.92K | ﹤0.01% | 948 |
|
|
2017
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q1 | $2K | Buy |
+17
| New | +$2.31K | ﹤0.01% | 995 |
|
Other funds holding MIDD
GIM
AI
Carson Wealth (CWM LLC)'s MIDD Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Middleby (MIDD) stake by 104% in Q1 2026, buying an estimated $275K and bringing the position to 3,559 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.
Carson Wealth (CWM LLC) first reported a position in MIDD in Q1 2017 and has held it in 36 quarters since. 417 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,559 shares of Middleby worth $472K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,812 Middleby shares in Q1 2026, an estimated $275K.
- Middleby made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2061 holding.
- Carson Wealth (CWM LLC) first reported a position in Middleby in Q1 2017 and has held it in 36 quarters since.
- 417 funds tracked by Wall St. Rank held Middleby as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.