WCM
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Wedge Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Wedge Capital 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
Q2 		$2.86M Buy
41,952
+4,843
+13% +$300K 0.05% 271
2026
Q1 		$2.26M Buy
37,109
+1,311
+4% +$84.8K 0.04% 319
2025
Q4 		$2.09M Sell
35,798
-2,341
-6% -$131K 0.04% 337
2025
Q3 		$2.17M Buy
38,139
+153
+0.4% +$9.65K 0.04% 339
2025
Q2 		$2.51M Sell
37,986
-19,604
-34% -$1.13M 0.04% 287
2025
Q1 		$3.16M Buy
57,590
+3,512
+6% +$227K 0.06% 249
2024
Q4 		$3.59M Sell
54,078
-43,124
-44% -$3.41M 0.06% 247
2024
Q3 		$8.43M Sell
97,202
-15,637
-14% -$1.1M 0.15% 164
2024
Q2 		$7.34M Sell
112,839
-8,121
-7% -$555K 0.13% 168
2024
Q1 		$9.02M Buy
120,960
+61,200
+102% +$3.8M 0.15% 167
2023
Q4 		$3.81M Buy
59,760
+18,756
+46% +$1.01M 0.07% 261
2023
Q3 		$2.12M Buy
41,004
+8,238
+25% +$477K 0.04% 296
2023
Q2 		$2.05M Buy
+32,766
New +$2.2M 0.03% 364
2021
Q2 		– Sell
-136,814
Closed -$33.5M – 497
2021
Q1 		$33.5M Sell
136,814
-18,942
-12% -$4.29M 0.4% 86
2020
Q4 		$31M Sell
155,756
-19,457
-11% -$3.34M 0.36% 76
2020
Q3 		$26.8M Sell
175,213
-49,513
-22% -$7.65M 0.36% 104
2020
Q2 		$30.2M Buy
+224,726
New +$29M 0.42% 100
2014
Q3 		– Sell
-5,100
Closed -$290K – 597
2014
Q2 		$290K Buy
+5,100
New +$305K ﹤0.01% 527

Other funds holding SMG

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return