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Lorne Steinberg Wealth Management’s Middleby MIDD Stock Holding History

Lorne Steinberg 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 		– Sell
-23,640
Closed -$3.13M – 74
2026
Q1 		$3.13M Sell
23,640
-155
-0.7% -$23.5K 0.74% 47
2025
Q4 		$3.54M Sell
23,795
-155
-0.6% -$20.3K 0.81% 47
2025
Q3 		$3.18M Sell
23,950
-385
-2% -$53.5K 0.77% 47
2025
Q2 		$3.5M Sell
24,335
-130
-0.5% -$18.3K 0.92% 45
2025
Q1 		$3.72M Sell
24,465
-70
-0.3% -$11K 1.08% 43
2024
Q4 		$3.32M Buy
24,535
+70
+0.3% +$9.65K 0.96% 44
2024
Q3 		$3.4M Sell
24,465
-55
-0.2% -$7.39K 0.98% 47
2024
Q2 		$3.01M Sell
24,520
-135
-0.5% -$18.3K 0.97% 47
2024
Q1 		$3.96M Buy
24,655
+65
+0.3% +$9.57K 1.24% 43
2023
Q4 		$3.62M Sell
24,590
-140
-0.6% -$17.8K 1.22% 45
2023
Q3 		$3.17M Sell
24,730
-410
-2% -$58.3K 1.22% 44
2023
Q2 		$3.72M Sell
25,140
-385
-2% -$54.3K 1.4% 42
2023
Q1 		$3.74M Buy
25,525
+70
+0.3% +$10.4K 1.5% 37
2022
Q4 		$3.41M Sell
25,455
-195
-0.8% -$26.5K 1.46% 35
2022
Q3 		$3.29M Sell
25,650
-155
-0.6% -$21.8K 1.6% 31
2022
Q2 		$3.23M Buy
25,805
+155
+0.6% +$22.4K 1.52% 36
2022
Q1 		$4.21M Buy
25,650
+18
+0.1% +$3.27K 1.94% 27
2021
Q4 		$5.04M Sell
25,632
-910
-3% -$166K 2.17% 21
2021
Q3 		$4.53M Buy
26,542
+205
+0.8% +$37K 2.19% 23
2021
Q2 		$4.56M Buy
26,337
+262
+1% +$44.7K 2.24% 24
2021
Q1 		$4.32M Sell
26,075
-305
-1% -$44.9K 2.29% 23
2020
Q4 		$3.41M Buy
+26,380
New +$3.18M 2.12% 24

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

Lorne Steinberg Wealth Management's MIDD Position: Q2 2026 in Review

Lorne Steinberg Wealth Management sold out of Middleby (MIDD) in Q2 2026, closing a stake of 23,640 shares — an estimated $3.13M sold.

Lorne Steinberg Wealth Management first reported a position in MIDD in Q4 2020 and held it in 22 quarters. The position peaked at $5.04M in Q4 2021. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Lorne Steinberg Wealth Management reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 23,640 Middleby shares in Q2 2026, an estimated $3.13M.
  • Lorne Steinberg Wealth Management first reported a position in Middleby in Q4 2020 and held it in 22 quarters.
  • Lorne Steinberg Wealth Management's Middleby position peaked at $5.04M in Q4 2021.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.