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North Star Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

North Star Investment 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
Q2 		$27.2K Buy
+400
New +$24.8K ﹤0.01% 864
2025
Q3 		– Sell
-125
Closed -$8.24K – 1339
2025
Q2 		$8.24K Hold
125
– – ﹤0.01% 922
2025
Q1 		$6.86K Hold
125
– – ﹤0.01% 925
2024
Q4 		$8.29K Hold
125
– – ﹤0.01% 903
2024
Q3 		$10.8K Hold
125
– – ﹤0.01% 825
2024
Q2 		$8.13K Hold
125
– – ﹤0.01% 846
2024
Q1 		$9.32K Hold
125
– – ﹤0.01% 866
2023
Q4 		$7.97K Hold
125
– – ﹤0.01% 865
2023
Q3 		$6.46K Hold
125
– – ﹤0.01% 916
2023
Q2 		$7.84K Hold
125
– – ﹤0.01% 902
2023
Q1 		$8.72K Hold
125
– – ﹤0.01% 889
2022
Q4 		$6.07K Hold
125
– – ﹤0.01% 936
2022
Q3 		$5K Hold
125
– – ﹤0.01% 931
2022
Q2 		$10K Hold
125
– – ﹤0.01% 830
2022
Q1 		$15K Hold
125
– – ﹤0.01% 797
2021
Q4 		$20K Sell
125
-11,701
-99% -$1.81M ﹤0.01% 772
2021
Q3 		$1.73M Buy
11,826
+5,201
+79% +$852K 0.14% 161
2021
Q2 		$1.27M Buy
6,625
+6,500
+5,200% +$1.43M 0.1% 197
2021
Q1 		$31K Hold
125
– – ﹤0.01% 643
2020
Q4 		$25K Hold
125
– – ﹤0.01% 655
2020
Q3 		$19K Hold
125
– – ﹤0.01% 668
2020
Q2 		$17K Hold
125
– – ﹤0.01% 657
2020
Q1 		$13K Hold
125
– – ﹤0.01% 689
2019
Q4 		$13K Buy
+125
New +$12.8K ﹤0.01% 781
2019
Q2 		– Sell
-100
Closed -$8K – 844
2019
Q1 		$8K Hold
100
– – ﹤0.01% 864
2018
Q4 		$6K Sell
100
-150
-60% -$10.7K ﹤0.01% 890
2018
Q3 		$20K Hold
250
– – ﹤0.01% 725
2018
Q2 		$21K Buy
250
+80
+47% +$6.7K ﹤0.01% 729
2018
Q1 		$15K Hold
170
– – ﹤0.01% 776
2017
Q4 		$18K Buy
+170
New +$17K ﹤0.01% 740

Other funds holding SMG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 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
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

North Star Investment Management's SMG Position: Q2 2026 in Review

North Star Investment Management opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 400 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: North Star Investment Management previously reported a position in SMG as recently as Q2 2025.

North Star Investment Management first reported a position in SMG in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.73M in Q3 2021. 124 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • North Star Investment Management held 400 shares of ScottsMiracle-Gro worth $27.2K as of Q2 2026.
  • ScottsMiracle-Gro was a new North Star Investment Management position in Q2 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #864 holding.
  • North Star Investment Management first reported a position in ScottsMiracle-Gro in Q4 2017 and has held it in 30 quarters since.
  • North Star Investment Management's ScottsMiracle-Gro position peaked at $1.73M in Q3 2021.
  • 124 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.