Jones Financial Companies
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Jones Financial Companies’s ScottsMiracle-Gro SMG Stock Holding History

Jones Financial Companies’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 		$1.42M Buy
23,470
+8,202
+54% +$530K ﹤0.01% 1578
2025
Q4 		$891K Buy
15,268
+1,966
+15% +$110K ﹤0.01% 1277
2025
Q3 		$746K Buy
13,302
+1,547
+13% +$97.6K ﹤0.01% 1236
2025
Q2 		$773K Buy
11,755
+2,840
+32% +$164K ﹤0.01% 1112
2025
Q1 		$488K Buy
8,915
+2,940
+49% +$190K ﹤0.01% 1133
2024
Q4 		$396K Buy
5,975
+3,322
+125% +$263K ﹤0.01% 1087
2024
Q3 		$227K Buy
2,653
+1,617
+156% +$114K ﹤0.01% 1091
2024
Q2 		$67.4K Buy
1,036
+1,015
+4,833% +$69.4K ﹤0.01% 1161
2024
Q1 		$1.57K Buy
+21
New +$1.3K ﹤0.01% 1278
2023
Q1 		– Sell
-9
Closed – – 756
2022
Q4 		$0 Buy
+9
New +$451 ﹤0.01% 772
2022
Q2 		– Sell
-131
Closed -$16K – 831
2022
Q1 		$16K Sell
131
-36
-22% -$5.04K ﹤0.01% 466
2021
Q4 		$27K Hold
167
– – ﹤0.01% 427
2021
Q3 		$24K Hold
167
– – ﹤0.01% 406
2021
Q2 		$32K Buy
167
+84
+101% +$18.5K ﹤0.01% 357
2021
Q1 		$20K Buy
83
+45
+118% +$10.2K ﹤0.01% 460
2020
Q4 		$8K Buy
+38
New +$6.51K ﹤0.01% 458
2013
Q3 		– Sell
-302
Closed -$15K – 827
2013
Q2 		$15K Buy
+302
New +$14K ﹤0.01% 523

Other funds holding SMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies's SMG Position: Q1 2026 in Review

Jones Financial Companies increased its ScottsMiracle-Gro (SMG) stake by 54% in Q1 2026, buying an estimated $530K and bringing the position to 23,470 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Jones Financial Companies first reported a position in SMG in Q2 2013 and has held it in 17 quarters since. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Jones Financial Companies held 23,470 shares of ScottsMiracle-Gro worth $1.42M as of Q1 2026.
  • Jones Financial Companies bought 8,202 ScottsMiracle-Gro shares in Q1 2026, an estimated $530K.
  • ScottsMiracle-Gro made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1578 holding.
  • Jones Financial Companies first reported a position in ScottsMiracle-Gro in Q2 2013 and has held it in 17 quarters since.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.