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Whittier Trust’s ScottsMiracle-Gro SMG Stock Holding History

Whittier Trust’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 		$78.4K Hold
1,198
– – ﹤0.01% 757
2025
Q4 		$73.2K Hold
1,198
– – ﹤0.01% 792
2025
Q3 		$69.3K Hold
1,198
– – ﹤0.01% 782
2025
Q2 		$79K Hold
1,198
– – ﹤0.01% 853
2025
Q1 		$65.7K Sell
1,198
-33
-3% -$2.13K ﹤0.01% 876
2024
Q4 		$81.7K Sell
1,231
-21
-2% -$1.66K ﹤0.01% 838
2024
Q3 		$109K Buy
1,252
+54
+5% +$3.79K ﹤0.01% 774
2024
Q2 		$77.9K Sell
1,198
-3
-0.2% -$205 ﹤0.01% 830
2024
Q1 		$89.6K Hold
1,201
– – ﹤0.01% 811
2023
Q4 		$76.6K Sell
1,201
-56
-4% -$3.02K ﹤0.01% 829
2023
Q3 		$65K Buy
1,257
+133
+12% +$7.7K ﹤0.01% 863
2023
Q2 		$70.5K Hold
1,124
– – ﹤0.01% 863
2023
Q1 		$78.4K Hold
1,124
– – ﹤0.01% 875
2022
Q4 		$54.6K Sell
1,124
-158
-12% -$7.91K ﹤0.01% 944
2022
Q3 		$55K Hold
1,282
– – ﹤0.01% 948
2022
Q2 		$101K Hold
1,282
– – ﹤0.01% 791
2022
Q1 		$158K Hold
1,282
– – ﹤0.01% 723
2021
Q4 		$206K Buy
1,282
+900
+236% +$139K ﹤0.01% 671
2021
Q3 		$56K Buy
382
+51
+15% +$8.36K ﹤0.01% 906
2021
Q2 		$64K Buy
331
+100
+43% +$22.1K ﹤0.01% 899
2021
Q1 		$57K Buy
231
+10
+5% +$2.26K ﹤0.01% 905
2020
Q4 		$44K Hold
221
– – ﹤0.01% 881
2020
Q3 		$34K Sell
221
-50
-18% -$7.72K ﹤0.01% 905
2020
Q2 		$36K Hold
271
– – ﹤0.01% 854
2020
Q1 		$28K Hold
271
– – ﹤0.01% 918
2019
Q4 		$29K Sell
271
-25
-8% -$2.56K ﹤0.01% 958
2019
Q3 		$30K Buy
+296
New +$31K ﹤0.01% 947
2017
Q4 		– Sell
-98
Closed -$10K – 1343
2017
Q3 		$10K Hold
98
– – ﹤0.01% 1030
2017
Q2 		$9K Hold
98
– – ﹤0.01% 1009
2017
Q1 		$9K Buy
+98
New +$9.09K ﹤0.01% 1025

Other funds holding SMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whittier Trust's SMG Position: Q1 2026 in Review

Whittier Trust held its ScottsMiracle-Gro (SMG) position steady in Q1 2026 at 1,198 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Whittier Trust first reported a position in SMG in Q1 2017 and has held it in 30 quarters since. The position peaked at $206K in Q4 2021. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Whittier Trust held 1,198 shares of ScottsMiracle-Gro worth $78.4K as of Q1 2026.
  • Whittier Trust left its ScottsMiracle-Gro share count unchanged in Q1 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #757 holding.
  • Whittier Trust first reported a position in ScottsMiracle-Gro in Q1 2017 and has held it in 30 quarters since.
  • Whittier Trust's ScottsMiracle-Gro position peaked at $206K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.