Larson Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Larson Financial Group’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 Q3	$43.8K	Sell	875 -1,581	-64%	-$97.5K	﹤0.01%	1659
2026 Q2	$167K	Buy	2,456 +2,288	+1,362%	+$142K	﹤0.01%	925
2026 Q1	$10.2K	Buy	168 +36	+27%	+$2.33K	﹤0.01%	2242
2025 Q4	$7.7K	Sell	132 -58	-31%	-$3.25K	﹤0.01%	2262
2025 Q3	$10.8K	Buy	190 +48	+34%	+$3.03K	﹤0.01%	1977
2025 Q2	$9.37K	Buy	+142	New	+$8.21K	﹤0.01%	1833
2024 Q4	–	Sell	-175	Closed	-$15.2K	–	2897
2024 Q3	$15.2K	Buy	+175	New	+$12.3K	﹤0.01%	1313
2022 Q2	–	Sell	-40	Closed	-$5K	–	1292
2022 Q1	$5K	Buy	+40	New	+$5.6K	﹤0.01%	797
2021 Q2	–	Sell	-4	Closed	-$1K	–	930
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	796
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	722
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	685
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	647
2020 Q1	$0	Hold	4	–	–	﹤0.01%	648
2019 Q4	$0	Hold	4	–	–	﹤0.01%	655
2019 Q3	$0	Hold	4	–	–	﹤0.01%	617
2019 Q2	$0	Sell	4 -2	-33%	-$178	﹤0.01%	565
2019 Q1	$0	Hold	6	–	–	﹤0.01%	538
2018 Q4	$0	Buy	+6	New	+$427	﹤0.01%	510

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Larson Financial Group's SMG Position: Q3 2026 in Review

Larson Financial Group reduced its ScottsMiracle-Gro (SMG) stake by 64% in Q3 2026, selling an estimated $97.5K and leaving 875 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Larson Financial Group first reported a position in SMG in Q4 2018 and has held it in 18 quarters since. The position peaked at $167K in Q2 2026. 187 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Larson Financial Group held 875 shares of ScottsMiracle-Gro worth $43.8K as of Q3 2026.
Larson Financial Group sold 1,581 ScottsMiracle-Gro shares in Q3 2026, an estimated $97.5K.
ScottsMiracle-Gro made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1659 holding.
Larson Financial Group first reported a position in ScottsMiracle-Gro in Q4 2018 and has held it in 18 quarters since.
Larson Financial Group's ScottsMiracle-Gro position peaked at $167K in Q2 2026.
187 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.