Tom Gayner’s ScottsMiracle-Gro SMG Stock Holding History

Tom Gayner’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	–	Sell	-168,000	Closed	-$10.2M	–	131
2026 Q1	$10.2M	Hold	168,000	–	–	0.09%	106
2025 Q4	$9.8M	Hold	168,000	–	–	0.08%	107
2025 Q3	$9.57M	Hold	168,000	–	–	0.08%	106
2025 Q2	$11.1M	Hold	168,000	–	–	0.09%	101
2025 Q1	$9.22M	Hold	168,000	–	–	0.08%	109
2024 Q4	$11.1M	Hold	168,000	–	–	0.1%	104
2024 Q3	$14.6M	Hold	168,000	–	–	0.13%	93
2024 Q2	$10.9M	Hold	168,000	–	–	0.11%	99
2024 Q1	$12.5M	Buy	168,000 +12,000	+8%	+$745K	0.12%	91
2023 Q4	$9.95M	Hold	156,000	–	–	0.11%	97
2023 Q3	$8.06M	Buy	156,000 +6,265	+4%	+$363K	0.1%	100
2023 Q2	$9.39M	Hold	149,735	–	–	0.11%	99
2023 Q1	$10.4M	Buy	149,735 +20,500	+16%	+$1.47M	0.13%	96
2022 Q4	$6.28M	Buy	129,235 +71,735	+125%	+$3.59M	0.08%	104
2022 Q3	$2.46M	Buy	57,500 +34,000	+145%	+$2.44M	0.04%	113
2022 Q2	$1.86M	Buy	23,500 +17,000	+262%	+$1.68M	0.03%	117
2022 Q1	$799K	Buy	+6,500	New	+$909K	0.01%	120
2020 Q1	–	Sell	-422,000	Closed	-$44.8M	–	135
2019 Q4	$44.8M	Buy	422,000 +11,000	+3%	+$1.13M	0.62%	43
2019 Q3	$41.8M	Buy	411,000 +33,000	+9%	+$3.46M	0.63%	44
2019 Q2	$37.2M	Buy	378,000 +80,000	+27%	+$7.12M	0.57%	46
2019 Q1	$23.4M	Buy	298,000 +120,000	+67%	+$9.04M	0.39%	68
2018 Q4	$10.9M	Buy	178,000 +9,000	+5%	+$640K	0.21%	87
2018 Q3	$13.3M	Buy	169,000 +95,000	+128%	+$7.47M	0.22%	86
2018 Q2	$6.15M	Buy	74,000 +61,000	+469%	+$5.11M	0.11%	103
2018 Q1	$1.11M	Buy	+13,000	New	+$1.24M	0.02%	127

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 $3.37T AUM 44.26% 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

Tom Gayner's SMG Position: Q2 2026 in Review

Tom Gayner sold out of ScottsMiracle-Gro (SMG) in Q2 2026, closing a stake of 168,000 shares — an estimated $10.2M sold.

Tom Gayner first reported a position in SMG in Q1 2018 and held it in 25 quarters. The position peaked at $44.8M in Q4 2019. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Tom Gayner reported no remaining ScottsMiracle-Gro position as of Q2 2026 after selling out during the quarter.
Tom Gayner sold 168,000 ScottsMiracle-Gro shares in Q2 2026, an estimated $10.2M.
Tom Gayner first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 25 quarters.
Tom Gayner's ScottsMiracle-Gro position peaked at $44.8M in Q4 2019.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.