Beacon Capital Management LLC (Tennessee)’s ScottsMiracle-Gro SMG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-471	Closed	-$31K	–	858
2025 Q2	$31K	Buy	471 +5	+1%	+$289	﹤0.01%	415
2025 Q1	$25.6K	Buy	466 +5	+1%	+$323	﹤0.01%	432
2024 Q4	$30.6K	Buy	461 +4	+0.9%	+$316	﹤0.01%	389
2024 Q3	$39.6K	Sell	457 -1	-0.2%	-$70	0.01%	362
2024 Q2	$29.8K	Buy	458 +3	+0.7%	+$205	0.01%	377
2024 Q1	$33.9K	Buy	455 +6	+1%	+$373	0.01%	362
2023 Q4	$23.2K	Hold	449	–	–	0.01%	358
2023 Q3	$28.1K	Hold	449	–	–	0.01%	350
2023 Q2	$28.1K	Buy	449 +4	+0.9%	+$268	0.01%	350
2023 Q1	$31.1K	Buy	445 +2	+0.5%	+$144	0.01%	299
2022 Q4	$21.5K	Buy	443 +7	+2%	+$351	0.01%	358
2022 Q3	$35K	Buy	436 +2	+0.5%	+$144	0.01%	261
2022 Q2	$54K	Hold	434	–	–	0.01%	227
2022 Q1	$54K	Buy	+434	New	+$60.7K	0.01%	227

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SMG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 471 shares — an estimated $31K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SMG in Q1 2022 and held it in 14 quarters. The position peaked at $54K in Q2 2022. 456 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 471 ScottsMiracle-Gro shares in Q3 2025, an estimated $31K.
Beacon Capital Management LLC (Tennessee) first reported a position in ScottsMiracle-Gro in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s ScottsMiracle-Gro position peaked at $54K in Q2 2022.
456 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.