Allworth Financial’s CarMax KMX Stock Holding History

Allworth Financial’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 Q2	$522K	Sell	9,867 -3,775	-28%	-$164K	﹤0.01%	966
2026 Q1	$567K	Buy	13,642 +7,070	+108%	+$310K	﹤0.01%	901
2025 Q4	$254K	Buy	6,572 +486	+8%	+$19.4K	﹤0.01%	1219
2025 Q3	$273K	Buy	6,086 +1,779	+41%	+$106K	﹤0.01%	1142
2025 Q2	$289K	Buy	4,307 +3,661	+567%	+$246K	﹤0.01%	1027
2025 Q1	$42.4K	Hold	646	–	–	﹤0.01%	1640
2024 Q4	$50.5K	Buy	646 +249	+63%	+$19.6K	﹤0.01%	1568
2024 Q3	$30.7K	Buy	397 +21	+6%	+$1.66K	﹤0.01%	1644
2024 Q2	$30.1K	Buy	376 +35	+10%	+$2.52K	﹤0.01%	1621
2024 Q1	$29.7K	Sell	341 -1	-0.3%	-$76	﹤0.01%	1543
2023 Q4	$26.2K	Buy	342 +207	+153%	+$13.9K	﹤0.01%	1493
2023 Q3	$9.55K	Buy	135 +14	+12%	+$1.15K	﹤0.01%	1862
2023 Q2	$10.1K	Buy	121 +21	+21%	+$1.54K	﹤0.01%	1854
2023 Q1	$6.43K	Buy	100 +2	+2%	+$134	﹤0.01%	1943
2022 Q4	$5.97K	Buy	98 +43	+78%	+$2.76K	﹤0.01%	1837
2022 Q3	$4K	Sell	55 -208	-79%	-$19K	﹤0.01%	1946
2022 Q2	$24K	Sell	263 -12	-4%	-$1.13K	﹤0.01%	1168
2022 Q1	$27K	Buy	275 +92	+50%	+$9.9K	﹤0.01%	1127
2021 Q4	$24K	Buy	183 +70	+62%	+$9.8K	﹤0.01%	1042
2021 Q3	$14K	Buy	113 +89	+371%	+$11.8K	﹤0.01%	1155
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	1310
2021 Q1	$3K	Sell	24 -1	-4%	-$122	﹤0.01%	1238
2020 Q4	$2K	Buy	25 +1	+4%	+$94	﹤0.01%	1169
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	997
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	1019
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	1152
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	912
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	825
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	820
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	835
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	742
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	796
2018 Q2	$2K	Sell	24 -1	-4%	-$67	﹤0.01%	805
2018 Q1	$2K	Sell	25 -1	-4%	-$65	﹤0.01%	710
2017 Q4	$2K	Buy	26 +2	+8%	+$143	﹤0.01%	657
2017 Q3	$2K	Hold	24	–	–	﹤0.01%	665
2017 Q2	$2K	Sell	24 -50	-68%	-$3.02K	﹤0.01%	669
2017 Q1	$4K	Buy	74 +50	+208%	+$3.25K	﹤0.01%	567
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	586
2016 Q3	$1K	Hold	24	–	–	﹤0.01%	646
2016 Q2	$1K	Hold	24	–	–	﹤0.01%	598
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	574
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	583
2015 Q3	$1K	Hold	24	–	–	﹤0.01%	580
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	528
2015 Q1	$2K	Buy	+24	New	+$1.56K	﹤0.01%	533

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Allworth Financial's KMX Position: Q2 2026 in Review

Allworth Financial reduced its CarMax (KMX) stake by 28% in Q2 2026, selling an estimated $164K and leaving 9,867 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Allworth Financial first reported a position in KMX in Q1 2015 and has held it in 46 quarters since. The position peaked at $567K in Q1 2026. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Allworth Financial held 9,867 shares of CarMax worth $522K as of Q2 2026.
Allworth Financial sold 3,775 CarMax shares in Q2 2026, an estimated $164K.
CarMax made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #966 holding.
Allworth Financial first reported a position in CarMax in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's CarMax position peaked at $567K in Q1 2026.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.