Joel Isaacson & Co’s Middleby MIDD Stock Holding History

Joel Isaacson & Co’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	$224K	Buy	+1,300	New	+$196K	0.01%	441
2024 Q2	–	Sell	-1,300	Closed	-$209K	–	354
2024 Q1	$209K	Buy	+1,300	New	+$191K	0.01%	317
2016 Q2	–	Sell	-2,400	Closed	-$256K	–	748
2016 Q1	$256K	Sell	2,400 -51	-2%	-$4.79K	0.06%	149
2015 Q4	$264K	Buy	2,451 +51	+2%	+$5.68K	0.06%	136
2015 Q3	$252K	Hold	2,400	–	–	0.07%	126
2015 Q2	$269K	Hold	2,400	–	–	0.07%	134
2015 Q1	$246K	Hold	2,400	–	–	0.06%	141
2014 Q4	$238K	Hold	2,400	–	–	0.06%	134
2014 Q3	$212K	Hold	2,400	–	–	0.06%	117
2014 Q2	$199K	Hold	2,400	–	–	0.06%	126
2014 Q1	$211K	Hold	2,400	–	–	0.07%	113
2013 Q4	$192K	Hold	2,400	–	–	0.07%	117
2013 Q3	$167K	Hold	2,400	–	–	0.07%	119
2013 Q2	$136K	Buy	+2,400	New	+$126K	0.06%	122

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

Joel Isaacson & Co's MIDD Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Middleby (MIDD) in Q2 2026: 1,300 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in MIDD as recently as Q1 2024.

Joel Isaacson & Co first reported a position in MIDD in Q2 2013 and has held it in 14 quarters since. The position peaked at $269K in Q2 2015. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Joel Isaacson & Co held 1,300 shares of Middleby worth $224K as of Q2 2026.
Middleby was a new Joel Isaacson & Co position in Q2 2026.
Middleby made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #441 holding.
Joel Isaacson & Co first reported a position in Middleby in Q2 2013 and has held it in 14 quarters since.
Joel Isaacson & Co's Middleby position peaked at $269K in Q2 2015.
453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.