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P.J. Schmidt Investment Management (PJS)’s Middleby MIDD Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
-1,336
Closed -$203K – 196
2025
Q1 		$203K Buy
+1,336
New +$210K 0.04% 182
2024
Q2 		– Sell
-1,336
Closed -$215K – 186
2024
Q1 		$215K Buy
+1,336
New +$197K 0.04% 174

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 $3.38T AUM 44.17% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s MIDD Position: Q2 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of Middleby (MIDD) in Q2 2025, closing a stake of 1,336 shares — an estimated $203K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in MIDD in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 426 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 1,336 Middleby shares in Q2 2025, an estimated $203K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Middleby in Q1 2024 and held it in 2 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Middleby position peaked at $215K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2025, filed 1 Aug 2025.