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Burney Company’s ScottsMiracle-Gro SMG Stock Holding History

Burney Company’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
Q2 		$612K Sell
8,982
-45
-0.5% -$2.79K 0.02% 426
2026
Q1 		$549K Sell
9,027
-564
-6% -$36.5K 0.02% 418
2025
Q4 		$560K Sell
9,591
-1,112
-10% -$62.4K 0.02% 420
2025
Q3 		$610K Sell
10,703
-170
-2% -$10.7K 0.02% 387
2025
Q2 		$717K Sell
10,873
-1,324
-11% -$76.5K 0.02% 355
2025
Q1 		$669K Sell
12,197
-214
-2% -$13.8K 0.02% 370
2024
Q4 		$823K Sell
12,411
-227
-2% -$17.9K 0.03% 341
2024
Q3 		$1.1M Sell
12,638
-290
-2% -$20.4K 0.04% 305
2024
Q2 		$841K Sell
12,928
-2,600
-17% -$178K 0.03% 340
2024
Q1 		$1.16M Sell
15,528
-357
-2% -$22.2K 0.04% 308
2023
Q4 		$1.01M Sell
15,885
-1,376
-8% -$74.3K 0.04% 328
2023
Q3 		$892K Buy
17,261
+38
+0.2% +$2.2K 0.04% 326
2023
Q2 		$1.08M Sell
17,223
-250
-1% -$16.8K 0.05% 309
2023
Q1 		$1.22M Sell
17,473
-50
-0.3% -$3.6K 0.06% 284
2022
Q4 		$851K Sell
17,523
-1,770
-9% -$88.6K 0.04% 322
2022
Q3 		$825K Buy
19,293
+12
+0.1% +$861 0.05% 336
2022
Q2 		$1.52M Buy
19,281
+2,549
+15% +$252K 0.08% 242
2022
Q1 		$2.06M Buy
16,732
+1,650
+11% +$231K 0.09% 229
2021
Q4 		$2.43M Buy
15,082
+12
+0.1% +$1.86K 0.1% 207
2021
Q3 		$2.21M Buy
15,070
+150
+1% +$24.6K 0.1% 211
2021
Q2 		$2.86M Buy
14,920
+98
+0.7% +$21.6K 0.13% 190
2021
Q1 		$3.63M Sell
14,822
-80
-0.5% -$18.1K 0.18% 153
2020
Q4 		$2.97M Sell
14,902
-67
-0.4% -$11.5K 0.16% 168
2020
Q3 		$2.29M Sell
14,969
-104
-0.7% -$16.1K 0.14% 192
2020
Q2 		$2.03M Sell
15,073
-275
-2% -$35.5K 0.13% 189
2020
Q1 		$1.57M Sell
15,348
-570
-4% -$62.7K 0.12% 190
2019
Q4 		$1.69M Buy
15,918
+90
+0.6% +$9.21K 0.09% 216
2019
Q3 		$1.61M Hold
15,828
– – 0.1% 210
2019
Q2 		$1.56M Hold
15,828
– – 0.09% 220
2019
Q1 		$1.24M Buy
15,828
+23
+0.1% +$1.73K 0.08% 240
2018
Q4 		$971K Buy
15,805
+395
+3% +$28.1K 0.07% 241
2018
Q3 		$1.21M Buy
+15,410
New +$1.21M 0.07% 237
2017
Q2 		– Sell
-4,030
Closed -$376K – 407
2017
Q1 		$376K Hold
4,030
– – 0.02% 289
2016
Q4 		$385K Hold
4,030
– – 0.03% 288
2016
Q3 		$337K Buy
+4,030
New +$318K 0.02% 303

Other funds holding SMG

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Burney Company's SMG Position: Q2 2026 in Review

Burney Company reduced its ScottsMiracle-Gro (SMG) stake by 0.5% in Q2 2026, selling an estimated $2.79K and leaving 8,982 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #426.

Burney Company first reported a position in SMG in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.63M in Q1 2021. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Burney Company held 8,982 shares of ScottsMiracle-Gro worth $612K as of Q2 2026.
  • Burney Company sold 45 ScottsMiracle-Gro shares in Q2 2026, an estimated $2.79K.
  • ScottsMiracle-Gro made up 0.02% of Burney Company's portfolio in Q2 2026, its #426 holding.
  • Burney Company first reported a position in ScottsMiracle-Gro in Q3 2016 and has held it in 35 quarters since.
  • Burney Company's ScottsMiracle-Gro position peaked at $3.63M in Q1 2021.
  • 51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.