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Forum Financial Management’s Middleby MIDD Stock Holding History

Forum Financial Management’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 		– Sell
-2,652
Closed -$394K – 721
2025
Q4 		$394K Hold
2,652
– – 0.01% 608
2025
Q3 		$353K Buy
2,652
+299
+13% +$41.5K ﹤0.01% 645
2025
Q2 		$339K Sell
2,353
-170
-7% -$24K 0.01% 599
2025
Q1 		$383K Sell
2,523
-44
-2% -$6.9K 0.01% 470
2024
Q4 		$348K Buy
+2,567
New +$354K 0.01% 529

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's MIDD Position: Q1 2026 in Review

Forum Financial Management sold out of Middleby (MIDD) in Q1 2026, closing a stake of 2,652 shares — an estimated $394K sold.

Forum Financial Management first reported a position in MIDD in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q4 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Forum Financial Management reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,652 Middleby shares in Q1 2026, an estimated $394K.
  • Forum Financial Management first reported a position in Middleby in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Middleby position peaked at $394K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.