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Joel Isaacson & Co’s ScottsMiracle-Gro SMG Stock Holding History

Joel Isaacson & Co’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 		$204K Buy
+3,000
New +$186K 0.01% 462
2024
Q4 		– Sell
-3,000
Closed -$260K – 386
2024
Q3 		$260K Buy
+3,000
New +$211K 0.01% 311
2024
Q2 		– Sell
-3,000
Closed -$224K – 355
2024
Q1 		$224K Buy
+3,000
New +$186K 0.01% 309

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Joel Isaacson & Co's SMG Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 3,000 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in SMG as recently as Q3 2024.

Joel Isaacson & Co first reported a position in SMG in Q1 2024 and has held it in 3 quarters since. The position peaked at $260K in Q3 2024. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Joel Isaacson & Co held 3,000 shares of ScottsMiracle-Gro worth $204K as of Q2 2026.
  • ScottsMiracle-Gro was a new Joel Isaacson & Co position in Q2 2026.
  • ScottsMiracle-Gro made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #462 holding.
  • Joel Isaacson & Co first reported a position in ScottsMiracle-Gro in Q1 2024 and has held it in 3 quarters since.
  • Joel Isaacson & Co's ScottsMiracle-Gro position peaked at $260K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.