AKRE Capital Management’s CarMax KMX Stock Holding History

AKRE Capital Management’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150,600	Closed	-$5.82M	–	22
2025 Q4	$5.82M	Hold	150,600	–	–	0.06%	18
2025 Q3	$6.76M	Hold	150,600	–	–	0.07%	18
2025 Q2	$10.1M	Sell	150,600 -54,675	-27%	-$3.68M	0.1%	17
2025 Q1	$16M	Sell	205,275 -462,162	-69%	-$37.1M	0.15%	14
2024 Q4	$54.6M	Sell	667,437 -629,714	-49%	-$49.5M	0.47%	13
2024 Q3	$100M	Sell	1,297,151 -848,358	-40%	-$67.1M	0.84%	13
2024 Q2	$157M	Sell	2,145,509 -556,320	-21%	-$40.1M	1.38%	11
2024 Q1	$235M	Sell	2,701,829 -24,866	-0.9%	-$1.88M	1.95%	11
2023 Q4	$209M	Sell	2,726,695 -6,767	-0.2%	-$455K	1.76%	11
2023 Q3	$193M	Sell	2,733,462 -117,344	-4%	-$9.61M	1.68%	12
2023 Q2	$239M	Sell	2,850,806 -247,660	-8%	-$18.1M	1.99%	12
2023 Q1	$199M	Sell	3,098,466 -2,192,556	-41%	-$147M	1.75%	12
2022 Q4	$322M	Sell	5,291,022 -2,062,000	-28%	-$132M	2.91%	12
2022 Q3	$485M	Buy	7,353,022 +4,830	+0.1%	+$441K	4.28%	10
2022 Q2	$665M	Buy	7,348,192 +8,240	+0.1%	+$775K	5.32%	7
2022 Q1	$708M	Buy	7,339,952 +49,780	+0.7%	+$5.35M	4.83%	10
2021 Q4	$949M	Buy	7,290,172 +181,090	+3%	+$25.4M	5.3%	7
2021 Q3	$910M	Sell	7,109,082 -4,025	-0.1%	-$536K	5.6%	6
2021 Q2	$919M	Sell	7,113,107 -450	-0%	-$55.6K	5.66%	5
2021 Q1	$944M	Sell	7,113,557 -365,685	-5%	-$44.5M	6.43%	5
2020 Q4	$706M	Sell	7,479,242 -905	-0%	-$84.9K	4.77%	8
2020 Q3	$688M	Sell	7,480,147 -673,879	-8%	-$67.3M	4.85%	9
2020 Q2	$730M	Sell	8,154,026 -36,345	-0.4%	-$2.85M	5.5%	7
2020 Q1	$441M	Buy	8,190,371 +1,442,720	+21%	+$122M	4.28%	9
2019 Q4	$592M	Buy	6,747,651 +462,300	+7%	+$43.5M	5.42%	7
2019 Q3	$553M	Buy	6,285,351 +207,370	+3%	+$17.8M	5.45%	10
2019 Q2	$528M	Hold	6,077,981	–	–	5.35%	10
2019 Q1	$424M	Buy	6,077,981 +300,800	+5%	+$18.5M	4.48%	10
2018 Q4	$362M	Buy	5,777,181 +522,690	+10%	+$34.5M	4.59%	10
2018 Q3	$392M	Hold	5,254,491	–	–	4.58%	10
2018 Q2	$383M	Buy	5,254,491 +92,325	+2%	+$6.16M	4.84%	10
2018 Q1	$320M	Buy	5,162,166 +8,256	+0.2%	+$540K	4.2%	10
2017 Q4	$331M	Sell	5,153,910 -603	-0%	-$43K	4.57%	10
2017 Q3	$391M	Sell	5,154,513 -16,088	-0.3%	-$1.07M	5.71%	8
2017 Q2	$326M	Buy	5,170,601 +13,120	+0.3%	+$793K	5.3%	9
2017 Q1	$305M	Hold	5,157,481	–	–	5.02%	8
2016 Q4	$332M	Buy	5,157,481 +199,215	+4%	+$11.2M	6.09%	5
2016 Q3	$265M	Hold	4,958,266	–	–	5.08%	8
2016 Q2	$243M	Buy	4,958,266 +639,945	+15%	+$32.9M	4.9%	8
2016 Q1	$221M	Buy	4,318,321 +900,962	+26%	+$42.5M	4.65%	9
2015 Q4	$184M	Buy	3,417,359 +643,699	+23%	+$36.7M	4.1%	10
2015 Q3	$165M	Buy	2,773,660 +1,073,660	+63%	+$67.3M	3.82%	9
2015 Q2	$113M	Hold	1,700,000	–	–	2.71%	15
2015 Q1	$117M	Hold	1,700,000	–	–	2.98%	15
2014 Q4	$113M	Buy	1,700,000 +505,000	+42%	+$28M	2.98%	14
2014 Q3	$55.5M	Buy	1,195,000 +595,000	+99%	+$30.5M	1.57%	19
2014 Q2	$31.2M	Buy	600,000 +400,000	+200%	+$18.2M	0.91%	21
2014 Q1	$9.36M	Buy	200,000 +100,000	+100%	+$4.67M	0.3%	31
2013 Q4	$4.7M	Buy	+100,000	New	+$4.9M	0.17%	29

Other funds holding KMX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AKRE Capital Management's KMX Position: Q1 2026 in Review

AKRE Capital Management sold out of CarMax (KMX) in Q1 2026, closing a stake of 150,600 shares — an estimated $5.82M sold.

AKRE Capital Management first reported a position in KMX in Q4 2013 and held it in 49 quarters. The position peaked at $949M in Q4 2021. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

AKRE Capital Management reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
AKRE Capital Management sold 150,600 CarMax shares in Q1 2026, an estimated $5.82M.
AKRE Capital Management first reported a position in CarMax in Q4 2013 and held it in 49 quarters.
AKRE Capital Management's CarMax position peaked at $949M in Q4 2021.
547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on AKRE Capital Management's 13F filing for Q1 2026, filed 14 May 2026.