LRI Investments’s ScottsMiracle-Gro SMG Stock Holding History

LRI Investments’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	$93.9K	Buy	1,378 +3	+0.2%	+$186	0.01%	450
2026 Q1	$83.6K	Hold	1,375	–	–	0.01%	443
2025 Q4	$80.2K	Hold	1,375	–	–	0.01%	460
2025 Q3	$78.3K	Sell	1,375 -275	-17%	-$17.3K	0.01%	470
2025 Q2	$109K	Sell	1,650 -23	-1%	-$1.33K	0.01%	419
2025 Q1	$91.8K	Sell	1,673 -1,736	-51%	-$112K	0.01%	434
2024 Q4	$226K	Buy	3,409 +1,469	+76%	+$116K	0.02%	245
2024 Q3	$145K	Sell	1,940 -1,482	-43%	-$104K	0.01%	338
2024 Q2	$223K	Buy	3,422 +1,772	+107%	+$121K	0.03%	234
2024 Q1	$123K	Buy	+1,650	New	+$102K	0.03%	180

Other funds holding SMG

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CWA

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

WCM

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

SSI

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MPPW

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

LRI Investments's SMG Position: Q2 2026 in Review

LRI Investments increased its ScottsMiracle-Gro (SMG) stake by 0.22% in Q2 2026, buying an estimated $186 and bringing the position to 1,378 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #450.

LRI Investments first reported a position in SMG in Q1 2024 and has held it in 10 quarters since. The position peaked at $226K in Q4 2024. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

LRI Investments held 1,378 shares of ScottsMiracle-Gro worth $93.9K as of Q2 2026.
LRI Investments bought 3 ScottsMiracle-Gro shares in Q2 2026, an estimated $186.
ScottsMiracle-Gro made up 0.01% of LRI Investments's portfolio in Q2 2026, its #450 holding.
LRI Investments first reported a position in ScottsMiracle-Gro in Q1 2024 and has held it in 10 quarters since.
LRI Investments's ScottsMiracle-Gro position peaked at $226K in Q4 2024.
51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.