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Monarch Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Monarch Capital 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 		$1.47M Sell
24,197
-40
-0.2% -$2.59K 0.36% 68
2025
Q4 		$1.41M Buy
24,237
+1,595
+7% +$89.5K 0.35% 66
2025
Q3 		$1.29M Buy
22,642
+890
+4% +$56.1K 0.32% 66
2025
Q2 		$1.43M Buy
21,752
+1,269
+6% +$73.4K 0.39% 60
2025
Q1 		$1.12M Buy
20,483
+130
+0.6% +$8.4K 0.31% 66
2024
Q4 		$1.35M Sell
20,353
-430
-2% -$34K 0.37% 62
2024
Q3 		$1.8M Sell
20,783
-5
-0% -$351 0.49% 54
2024
Q2 		$1.35M Buy
20,788
+105
+0.5% +$7.18K 0.4% 58
2024
Q1 		$1.54M Buy
20,683
+145
+0.7% +$9.01K 0.44% 55
2023
Q4 		$1.31M Buy
20,538
+160
+0.8% +$8.64K 0.4% 58
2023
Q3 		$1.05M Buy
20,378
+75
+0.4% +$4.34K 0.34% 62
2023
Q2 		$1.27M Buy
20,303
+100
+0.5% +$6.71K 0.39% 60
2023
Q1 		$1.41M Buy
20,203
+190
+0.9% +$13.7K 0.43% 58
2022
Q4 		$972K Buy
20,013
+4,493
+29% +$225K 0.3% 66
2022
Q3 		$663K Buy
15,520
+2,695
+21% +$193K 0.22% 73
2022
Q2 		$1.01M Buy
12,825
+5,431
+73% +$537K 0.3% 66
2022
Q1 		$909K Buy
+7,394
New +$1.03M 0.24% 70

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

Monarch Capital Management's SMG Position: Q1 2026 in Review

Monarch Capital Management reduced its ScottsMiracle-Gro (SMG) stake by 0.17% in Q1 2026, selling an estimated $2.59K and leaving 24,197 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #68.

Monarch Capital Management first reported a position in SMG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q3 2024. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Monarch Capital Management held 24,197 shares of ScottsMiracle-Gro worth $1.47M as of Q1 2026.
  • Monarch Capital Management sold 40 ScottsMiracle-Gro shares in Q1 2026, an estimated $2.59K.
  • ScottsMiracle-Gro made up 0.36% of Monarch Capital Management's portfolio in Q1 2026, its #68 holding.
  • Monarch Capital Management first reported a position in ScottsMiracle-Gro in Q1 2022 and has held it in 17 quarters since.
  • Monarch Capital Management's ScottsMiracle-Gro position peaked at $1.8M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Monarch Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.