Cromwell Holdings’s ScottsMiracle-Gro SMG Stock Holding History

Cromwell Holdings’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	$545	Hold	8	–	–	﹤0.01%	1044
2026 Q1	$486	Hold	8	–	–	﹤0.01%	981
2025 Q4	$467	Hold	8	–	–	﹤0.01%	965
2025 Q3	$456	Hold	8	–	–	﹤0.01%	986
2025 Q2	$528	Buy	+8	New	+$463	﹤0.01%	958

Other funds holding SMG

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return