Perigon Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Perigon Wealth 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	$336K	Buy	5,532 +730	+15%	+$47.2K	0.01%	974
2025 Q4	$280K	Sell	4,802 -144	-3%	-$8.08K	0.01%	1047
2025 Q3	$282K	Buy	+4,946	New	+$312K	0.01%	1001
2025 Q1	–	Sell	-2,844	Closed	-$201K	–	1094
2024 Q4	$201K	Buy	2,844 +135	+5%	+$10.7K	﹤0.01%	984
2024 Q3	$235K	Buy	+2,709	New	+$190K	0.01%	873
2024 Q2	–	Sell	-2,825	Closed	-$211K	–	913
2024 Q1	$211K	Buy	+2,825	New	+$175K	0.01%	795
2021 Q1	–	Sell	-765	Closed	-$152K	–	943
2020 Q4	$152K	Buy	+765	New	+$131K	0.02%	455
2017 Q2	–	Sell	-4,000	Closed	-$374K	–	623
2017 Q1	$374K	Hold	4,000	–	–	0.08%	202
2016 Q4	$368K	Hold	4,000	–	–	0.08%	199
2016 Q3	$333K	Hold	4,000	–	–	0.09%	173
2016 Q2	$280K	Buy	+4,000	New	+$278K	0.07%	177
2016 Q1	–	Sell	-4,000	Closed	-$258K	–	316
2015 Q4	$258K	Buy	+4,000	New	+$265K	0.07%	185

Other funds holding SMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's SMG Position: Q1 2026 in Review

Perigon Wealth Management increased its ScottsMiracle-Gro (SMG) stake by 15% in Q1 2026, buying an estimated $47.2K and bringing the position to 5,532 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #974.

Perigon Wealth Management first reported a position in SMG in Q4 2015 and has held it in 12 quarters since. The position peaked at $374K in Q1 2017. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Perigon Wealth Management held 5,532 shares of ScottsMiracle-Gro worth $336K as of Q1 2026.
Perigon Wealth Management bought 730 ScottsMiracle-Gro shares in Q1 2026, an estimated $47.2K.
ScottsMiracle-Gro made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #974 holding.
Perigon Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2015 and has held it in 12 quarters since.
Perigon Wealth Management's ScottsMiracle-Gro position peaked at $374K in Q1 2017.
439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.