JWM
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JPL Wealth Management’s Middleby MIDD Stock Holding History

JPL Wealth 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
Q2 		$5.16K Buy
+30
New +$4.52K ﹤0.01% 766
2025
Q4 		– Sell
-16
Closed -$2.13K – 717
2025
Q3 		$2.13K Buy
+16
New +$2.22K ﹤0.01% 853

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPL Wealth Management's MIDD Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Middleby (MIDD) in Q2 2026: 30 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MIDD as recently as Q3 2025.

JPL Wealth Management first reported a position in MIDD in Q3 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • JPL Wealth Management held 30 shares of Middleby worth $5.16K as of Q2 2026.
  • Middleby was a new JPL Wealth Management position in Q2 2026.
  • Middleby made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #766 holding.
  • JPL Wealth Management first reported a position in Middleby in Q3 2025 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.