Sowell Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Sowell Financial Services’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	$283K	Sell	4,148 -30	-0.7%	-$1.86K	0.01%	898
2026 Q1	$254K	Sell	4,178 -10	-0.2%	-$647	0.01%	902
2025 Q4	$244K	Buy	4,188 +97	+2%	+$5.44K	0.01%	922
2025 Q3	$233K	Sell	4,091 -176	-4%	-$11.1K	0.01%	926
2025 Q2	$281K	Buy	4,267 +141	+3%	+$8.15K	0.01%	812
2025 Q1	$226K	Buy	+4,126	New	+$267K	0.01%	882
2021 Q2	–	Sell	-1,320	Closed	-$317K	–	2372
2021 Q1	$317K	Sell	1,320 -35	-3%	-$7.92K	0.01%	824
2020 Q4	$270K	Buy	1,355 +472	+53%	+$80.9K	0.01%	740
2020 Q3	$135K	Sell	883 -25	-3%	-$3.86K	0.01%	871
2020 Q2	$122K	Buy	908 +433	+91%	+$55.9K	0.01%	906
2020 Q1	$49K	Buy	475 +117	+33%	+$12.9K	﹤0.01%	1073
2019 Q4	$38K	Sell	358 -41	-10%	-$4.19K	﹤0.01%	1236
2019 Q3	$41K	Buy	+399	New	+$41.8K	﹤0.01%	1063
2017 Q1	–	Sell	-31	Closed	-$3K	–	521
2016 Q4	$3K	Buy	+31	New	+$2.78K	﹤0.01%	573

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Sowell Financial Services's SMG Position: Q2 2026 in Review

Sowell Financial Services reduced its ScottsMiracle-Gro (SMG) stake by 0.72% in Q2 2026, selling an estimated $1.86K and leaving 4,148 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #898.

Sowell Financial Services first reported a position in SMG in Q4 2016 and has held it in 14 quarters since. The position peaked at $317K in Q1 2021. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Sowell Financial Services held 4,148 shares of ScottsMiracle-Gro worth $283K as of Q2 2026.
Sowell Financial Services sold 30 ScottsMiracle-Gro shares in Q2 2026, an estimated $1.86K.
ScottsMiracle-Gro made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #898 holding.
Sowell Financial Services first reported a position in ScottsMiracle-Gro in Q4 2016 and has held it in 14 quarters since.
Sowell Financial Services's ScottsMiracle-Gro position peaked at $317K in Q1 2021.
466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.