LAM
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Lummis Asset Management’s Middleby MIDD Stock Holding History

Lummis Asset 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
2025
Q2 		– Sell
-605
Closed -$95.1K – 162
2025
Q1 		$95.1K Sell
605
-8,179
-93% -$1.28M 0.07% 70
2024
Q4 		$1.19M Sell
8,784
-195
-2% -$26.9K 1.51% 21
2024
Q3 		$1.25M Buy
8,979
+195
+2% +$26.2K 1.46% 21
2024
Q2 		$1.08M Buy
8,784
+50
+0.6% +$6.78K 1.42% 21
2024
Q1 		$1.4M Sell
8,734
-2,474
-22% -$364K 1.88% 21
2023
Q4 		$1.65M Buy
+11,208
New +$1.42M 1.26% 24

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lummis Asset Management's MIDD Position: Q2 2025 in Review

Lummis Asset Management sold out of Middleby (MIDD) in Q2 2025, closing a stake of 605 shares — an estimated $95.1K sold.

Lummis Asset Management first reported a position in MIDD in Q4 2023 and held it in 6 quarters. The position peaked at $1.65M in Q4 2023. 426 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

  • Lummis Asset Management reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
  • Lummis Asset Management sold 605 Middleby shares in Q2 2025, an estimated $95.1K.
  • Lummis Asset Management first reported a position in Middleby in Q4 2023 and held it in 6 quarters.
  • Lummis Asset Management's Middleby position peaked at $1.65M in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on Lummis Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.