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Axxcess Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Axxcess Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,274
Closed -$217K – 922
2024
Q4 		$217K Sell
3,274
-304
-8% -$24K 0.01% 792
2024
Q3 		$310K Sell
3,578
-69
-2% -$4.85K 0.01% 677
2024
Q2 		$237K Sell
3,647
-315
-8% -$21.5K 0.01% 732
2024
Q1 		$296K Buy
3,962
+114
+3% +$7.08K 0.01% 670
2023
Q4 		$245K Buy
+3,848
New +$208K 0.01% 720
2022
Q2 		– Sell
-4,961
Closed -$610K – 650
2022
Q1 		$610K Sell
4,961
-1,209
-20% -$169K 0.05% 315
2021
Q4 		$994K Buy
+6,170
New +$955K 0.07% 216

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Axxcess Wealth Management's SMG Position: Q1 2025 in Review

Axxcess Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 3,274 shares — an estimated $217K sold.

Axxcess Wealth Management first reported a position in SMG in Q4 2021 and held it in 7 quarters. The position peaked at $994K in Q4 2021. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Axxcess Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,274 ScottsMiracle-Gro shares in Q1 2025, an estimated $217K.
  • Axxcess Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 7 quarters.
  • Axxcess Wealth Management's ScottsMiracle-Gro position peaked at $994K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.