Jacobs Levy Equity Management’s ScottsMiracle-Gro SMG Stock Holding History

Jacobs Levy Equity Management’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	$41.3M	Sell	679,520 -106,021	-13%	-$6.86M	0.17%	139
2025 Q4	$45.8M	Sell	785,541 -112,978	-13%	-$6.34M	0.18%	121
2025 Q3	$51.2M	Buy	898,519 +187,130	+26%	+$11.8M	0.2%	111
2025 Q2	$46.9M	Buy	711,389 +175,662	+33%	+$10.2M	0.18%	122
2025 Q1	$29.4M	Sell	535,727 -92,687	-15%	-$5.99M	0.12%	179
2024 Q4	$41.7M	Buy	628,414 +264,369	+73%	+$20.9M	0.15%	147
2024 Q3	$31.6M	Buy	364,045 +331,925	+1,033%	+$23.3M	0.12%	173
2024 Q2	$2.09M	Buy	+32,120	New	+$2.2M	0.01%	588
2024 Q1	–	Sell	-135,144	Closed	-$8.62M	–	1044
2023 Q4	$8.62M	Sell	135,144 -29,804	-18%	-$1.61M	0.04%	321
2023 Q3	$8.52M	Buy	+164,948	New	+$9.55M	0.05%	286
2023 Q1	–	Sell	-38,119	Closed	-$1.85M	–	1054
2022 Q4	$1.85M	Buy	+38,119	New	+$1.91M	0.01%	567
2022 Q1	–	Sell	-2,015	Closed	-$324K	–	1079
2021 Q4	$324K	Sell	2,015 -191	-9%	-$29.6K	﹤0.01%	889
2021 Q3	$323K	Sell	2,206 -6,043	-73%	-$990K	﹤0.01%	926
2021 Q2	$1.58M	Sell	8,249 -1,401	-15%	-$309K	0.01%	646
2021 Q1	$2.36M	Sell	9,650 -63,680	-87%	-$14.4M	0.02%	566
2020 Q4	$14.6M	Sell	73,330 -508	-0.7%	-$87.1K	0.13%	191
2020 Q3	$11.3M	Buy	+73,838	New	+$11.4M	0.12%	194
2017 Q1	–	Sell	-15,470	Closed	-$1.48M	–	992
2016 Q4	$1.48M	Sell	15,470 -4,100	-21%	-$368K	0.03%	472
2016 Q3	$1.63M	Buy	19,570 +7,327	+60%	+$578K	0.03%	463
2016 Q2	$856K	Sell	12,243 -10,797	-47%	-$750K	0.02%	634
2016 Q1	$1.68M	Sell	23,040 -32,312	-58%	-$2.2M	0.04%	449
2015 Q4	$3.57M	Buy	55,352 +33,739	+156%	+$2.24M	0.07%	253
2015 Q3	$1.31M	Buy	+21,613	New	+$1.33M	0.03%	432
2015 Q2	–	Sell	-5,770	Closed	-$388K	–	856
2015 Q1	$388K	Sell	5,770 -54,710	-90%	-$3.56M	0.01%	612
2014 Q4	$3.77M	Buy	60,480 +14,830	+32%	+$883K	0.06%	287
2014 Q3	$2.51M	Buy	+45,650	New	+$2.56M	0.04%	355
2014 Q2	–	Sell	-15,500	Closed	-$950K	–	922
2014 Q1	$950K	Sell	15,500 -650	-4%	-$38.6K	0.02%	553
2013 Q4	$1M	Buy	+16,150	New	+$945K	0.02%	568

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

Jacobs Levy Equity Management's SMG Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its ScottsMiracle-Gro (SMG) stake by 13% in Q1 2026, selling an estimated $6.86M and leaving 679,520 shares worth $41.3M. The position accounts for 0.17% of the portfolio, ranked #139.

Jacobs Levy Equity Management first reported a position in SMG in Q4 2013 and has held it in 28 quarters since. The position peaked at $51.2M in Q3 2025. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Jacobs Levy Equity Management held 679,520 shares of ScottsMiracle-Gro worth $41.3M as of Q1 2026.
Jacobs Levy Equity Management sold 106,021 ScottsMiracle-Gro shares in Q1 2026, an estimated $6.86M.
ScottsMiracle-Gro made up 0.17% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #139 holding.
Jacobs Levy Equity Management first reported a position in ScottsMiracle-Gro in Q4 2013 and has held it in 28 quarters since.
Jacobs Levy Equity Management's ScottsMiracle-Gro position peaked at $51.2M in Q3 2025.
439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.