Bruce G. Allen Investments’s ScottsMiracle-Gro SMG Stock Holding History

Bruce G. Allen Investments’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 Q1	$35K	Sell	575 -4	-0.7%	-$259	0.02%	326
2025 Q4	$33.8K	Sell	579 -29	-5%	-$1.63K	0.02%	325
2025 Q3	$34.6K	Sell	608 -7	-1%	-$441	0.02%	322
2025 Q2	$40.6K	Sell	615 -7	-1%	-$405	0.03%	287
2025 Q1	$34.1K	Sell	622 -18	-3%	-$1.16K	0.03%	305
2024 Q4	$42.5K	Buy	640 +7	+1%	+$553	0.03%	283
2024 Q3	$54.9K	Buy	633 +7	+1%	+$492	0.04%	246
2024 Q2	$40.7K	Sell	626 -1	-0.2%	-$68	0.03%	277
2024 Q1	$46.8K	Sell	627 -118	-16%	-$7.33K	0.04%	253
2023 Q4	$47.5K	Buy	+745	New	+$40.2K	0.04%	239

Other funds holding SMG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Bruce G. Allen Investments's SMG Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its ScottsMiracle-Gro (SMG) stake by 0.69% in Q1 2026, selling an estimated $259 and leaving 575 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #326.

Bruce G. Allen Investments first reported a position in SMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $54.9K in Q3 2024. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Bruce G. Allen Investments held 575 shares of ScottsMiracle-Gro worth $35K as of Q1 2026.
Bruce G. Allen Investments sold 4 ScottsMiracle-Gro shares in Q1 2026, an estimated $259.
ScottsMiracle-Gro made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #326 holding.
Bruce G. Allen Investments first reported a position in ScottsMiracle-Gro in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's ScottsMiracle-Gro position peaked at $54.9K in Q3 2024.
440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.