Beacon Investment Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History

Beacon Investment Advisory Services’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
2026 Q3	$70.2K	Hold	1,400	–	–	﹤0.01%	377
2026 Q2	$95.4K	Sell	1,400 -68	-5%	-$4.21K	﹤0.01%	346
2026 Q1	$89.3K	Buy	+1,468	New	+$94.9K	﹤0.01%	348
2024 Q1	–	Sell	-4,400	Closed	-$281K	–	276
2023 Q4	$281K	Hold	4,400	–	–	0.01%	230
2023 Q3	$227K	Hold	4,400	–	–	0.01%	255
2023 Q2	$276K	Hold	4,400	–	–	0.01%	243
2023 Q1	$307K	Hold	4,400	–	–	0.01%	230
2022 Q4	$214K	Buy	+4,400	New	+$220K	0.01%	262
2022 Q3	–	Sell	-4,400	Closed	-$348K	–	288
2022 Q2	$348K	Hold	4,400	–	–	0.02%	227
2022 Q1	$541K	Hold	4,400	–	–	0.02%	200
2021 Q4	$708K	Hold	4,400	–	–	0.03%	191
2021 Q3	$644K	Hold	4,400	–	–	0.03%	190
2021 Q2	$844K	Sell	4,400 -200	-4%	-$44.1K	0.03%	178
2021 Q1	$1.13M	Hold	4,600	–	–	0.05%	157
2020 Q4	$916K	Hold	4,600	–	–	0.04%	154
2020 Q3	$703K	Hold	4,600	–	–	0.04%	156
2020 Q2	$619K	Hold	4,600	–	–	0.04%	158
2020 Q1	$471K	Hold	4,600	–	–	0.03%	164
2019 Q4	$488K	Hold	4,600	–	–	0.03%	176
2019 Q3	$468K	Hold	4,600	–	–	0.05%	162
2019 Q2	$453K	Hold	4,600	–	–	0.05%	150
2019 Q1	$361K	Hold	4,600	–	–	0.04%	177
2018 Q4	$283K	Sell	4,600 -300	-6%	-$21.3K	0.03%	212
2018 Q3	$386K	Hold	4,900	–	–	0.04%	188
2018 Q2	$407K	Hold	4,900	–	–	0.04%	177
2018 Q1	$420K	Hold	4,900	–	–	0.04%	171
2017 Q4	$524K	Hold	4,900	–	–	0.06%	143
2017 Q3	$477K	Buy	+4,900	New	+$464K	0.04%	184

Other funds holding SMG

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Beacon Investment Advisory Services's SMG Position: Q3 2026 in Review

Beacon Investment Advisory Services held its ScottsMiracle-Gro (SMG) position steady in Q3 2026 at 1,400 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Beacon Investment Advisory Services first reported a position in SMG in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.13M in Q1 2021. 26 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Beacon Investment Advisory Services held 1,400 shares of ScottsMiracle-Gro worth $70.2K as of Q3 2026.
Beacon Investment Advisory Services left its ScottsMiracle-Gro share count unchanged in Q3 2026.
ScottsMiracle-Gro made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #377 holding.
Beacon Investment Advisory Services first reported a position in ScottsMiracle-Gro in Q3 2017 and has held it in 28 quarters since.
Beacon Investment Advisory Services's ScottsMiracle-Gro position peaked at $1.13M in Q1 2021.
26 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.