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SWP Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

SWP 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
Q1 		– Sell
-32,002
Closed -$1.87M – 52
2025
Q4 		$1.87M Buy
+32,002
New +$1.8M 1.35% 38

Other funds holding SMG

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWP Investment Management's SMG Position: Q1 2026 in Review

SWP Investment Management sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 32,002 shares — an estimated $1.87M sold.

SWP Investment Management first reported a position in SMG in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • SWP Investment Management reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
  • SWP Investment Management sold 32,002 ScottsMiracle-Gro shares in Q1 2026, an estimated $1.87M.
  • SWP Investment Management first reported a position in ScottsMiracle-Gro in Q4 2025 and held it in 1 quarter.
  • SWP Investment Management's ScottsMiracle-Gro position peaked at $1.87M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on SWP Investment Management's 13F filing for Q1 2026, filed 1 Jul 2026.