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 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 $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

Sowell Financial Services's SMG Position: Q1 2026 in Review

Sowell Financial Services reduced its ScottsMiracle-Gro (SMG) stake by 0.24% in Q1 2026, selling an estimated $647 and leaving 4,178 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #902.

Sowell Financial Services first reported a position in SMG in Q4 2016 and has held it in 13 quarters since. The position peaked at $317K in Q1 2021. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Sowell Financial Services held 4,178 shares of ScottsMiracle-Gro worth $254K as of Q1 2026.
Sowell Financial Services sold 10 ScottsMiracle-Gro shares in Q1 2026, an estimated $647.
ScottsMiracle-Gro made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #902 holding.
Sowell Financial Services first reported a position in ScottsMiracle-Gro in Q4 2016 and has held it in 13 quarters since.
Sowell Financial Services's ScottsMiracle-Gro position peaked at $317K in Q1 2021.
439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.