Carson Wealth (CWM LLC)’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Sell |
6,122
-268
| -4% | -$17.3K | ﹤0.01% | 2242 |
|
|
2025
Q4 | $373K | Sell |
6,390
-6,153
| -49% | -$345K | ﹤0.01% | 2107 |
|
|
2025
Q3 | $714K | Sell |
12,543
-4,578
| -27% | -$289K | ﹤0.01% | 1596 |
|
|
2025
Q2 | $1.13M | Buy |
17,121
+13,574
| +383% | +$785K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $195K | Sell |
3,547
-2,835
| -44% | -$183K | ﹤0.01% | 1937 |
|
|
2024
Q4 | $423K | Sell |
6,382
-4,460
| -41% | -$353K | ﹤0.01% | 1452 |
|
|
2024
Q3 | $940K | Buy |
10,842
+1,011
| +10% | +$71K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $640K | Sell |
9,831
-32,481
| -77% | -$2.22M | ﹤0.01% | 1099 |
|
|
2024
Q1 | $3.16M | Sell |
42,312
-11,538
| -21% | -$717K | 0.02% | 518 |
|
|
2023
Q4 | $3.43M | Sell |
53,850
-3,603
| -6% | -$195K | 0.02% | 467 |
|
|
2023
Q3 | $2.97M | Sell |
57,453
-4,553
| -7% | -$264K | 0.02% | 459 |
|
|
2023
Q2 | $3.89M | Sell |
62,006
-5,021
| -7% | -$337K | 0.02% | 392 |
|
|
2023
Q1 | $4.67M | Sell |
67,027
-2,539
| -4% | -$183K | 0.03% | 333 |
|
|
2022
Q4 | $3.38M | Sell |
69,566
-10,265
| -13% | -$514K | 0.02% | 378 |
|
|
2022
Q3 | $3.41M | Sell |
79,831
-2,605
| -3% | -$187K | 0.03% | 339 |
|
|
2022
Q2 | $6.51M | Sell |
82,436
-9,043
| -10% | -$894K | 0.05% | 253 |
|
|
2022
Q1 | $11.2M | Sell |
91,479
-22,777
| -20% | -$3.19M | 0.08% | 194 |
|
|
2021
Q4 | $18.4M | Buy |
+114,256
| New | +$17.7M | 0.13% | 156 |
|
|
2021
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2021
Q1 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2020
Q4 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2020
Q3 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2020
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2020
Q1 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2019
Q4 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2019
Q3 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2019
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 177 |
|
|
2019
Q1 | $13M | Buy |
67,669
+34,257
| +103% | +$2.58M | 0.1% | 177 |
|
|
2018
Q4 | $2.05M | Buy |
33,412
+4,766
| +17% | +$339K | 0.05% | 283 |
|
|
2018
Q3 | $2.25M | Buy |
28,646
+11,042
| +63% | +$868K | 0.06% | 247 |
|
|
2018
Q2 | $1.46M | Sell |
17,604
-392
| -2% | -$32.8K | 0.05% | 241 |
|
|
2018
Q1 | $1.54M | Buy |
17,996
+17,614
| +4,611% | +$1.68M | 0.06% | 200 |
|
|
2017
Q4 | $41K | Hold |
382
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $37K | Buy |
382
+49
| +15% | +$4.64K | ﹤0.01% | 577 |
|
|
2017
Q2 | $30K | Hold |
333
| – | – | ﹤0.01% | 570 |
|
|
2017
Q1 | $31K | Hold |
333
| – | – | ﹤0.01% | 536 |
|
|
2016
Q4 | $32K | Hold |
333
| – | – | ﹤0.01% | 510 |
|
|
2016
Q3 | $28K | Hold |
333
| – | – | ﹤0.01% | 508 |
|
|
2016
Q2 | $23K | Hold |
333
| – | – | ﹤0.01% | 456 |
|
|
2016
Q1 | $24K | Buy |
+333
| New | +$22.6K | ﹤0.01% | 421 |
|
Other funds holding SMG
Carson Wealth (CWM LLC)'s SMG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its ScottsMiracle-Gro (SMG) stake by 4.2% in Q1 2026, selling an estimated $17.3K and leaving 6,122 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.
Carson Wealth (CWM LLC) first reported a position in SMG in Q1 2016 and has held it in 40 quarters since. The position peaked at $18.4M in Q4 2021. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,122 shares of ScottsMiracle-Gro worth $372K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 268 ScottsMiracle-Gro shares in Q1 2026, an estimated $17.3K.
- ScottsMiracle-Gro made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2242 holding.
- Carson Wealth (CWM LLC) first reported a position in ScottsMiracle-Gro in Q1 2016 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s ScottsMiracle-Gro position peaked at $18.4M in Q4 2021.
- 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.