SMG β€” Scotts Miracle-Gro Company

Ownership history in Scott & Selber, Inc.  Β·  5 quarters on record

AI Ownership Summary

Scott & Selber, Inc. reported Scotts Miracle-Gro Company (SMG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.67% in 2025 Q2. The latest visible filing shows SMG at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scott & Selber, Inc.'s position in Scotts Miracle-Gro Company, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMG was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Scott & Selber, Inc. held SMG β€” position size vs. price
% of Fund (quarterly)    SMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 34,695 -163 -0.5% 0.54% $2.1M 2026-04-16 $62.44
2025 Q4 REDUCED 34,858 -1,326 -3.7% 0.51% $2.0M 2026-01-09 $61.19
2025 Q3 REDUCED 36,184 -524 -1.4% 0.49% $2.0M 2025-10-28 $54.80
2025 Q2 ADDED 36,708 +13,613 +58.9% 0.67% $2.4M 2025-07-17 $65.30
2025 Q1 INITIATED 23,095 β€” β€” 0.41% $1.3M 2025-04-24 $51.29

FAQ About Scott & Selber, Inc. and SMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Scott & Selber, Inc. reported owning SMG?

Scott & Selber, Inc. reported SMG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SMG position in Scott & Selber, Inc.'s portfolio?

The largest reported portfolio weight for SMG was 0.67% in 2025 Q2.

What is the latest reported SMG position on this page?

The most recent filing on this page is 2026 Q1, when Scott & Selber, Inc. reported 34,695 shares, equal to 0.54% of portfolio, with an estimated market value of $2.1M.

What does the chart on this SMG ownership page compare?

The chart compares Scott & Selber, Inc.'s quarterly SMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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