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Asset Dedication LLC’s CarMax KMX Stock Holding History

Asset Dedication LLC’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
2025
Q3 		– Sell
-233
Closed -$15.7K – 1205
2025
Q2 		$15.7K Buy
+233
New +$15.7K ﹤0.01% 744

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State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Asset Dedication LLC's KMX Position: Q3 2025 in Review

Asset Dedication LLC sold out of CarMax (KMX) in Q3 2025, closing a stake of 233 shares — an estimated $15.7K sold.

Asset Dedication LLC first reported a position in KMX in Q2 2025 and held it in 1 quarter. The position peaked at $15.7K in Q2 2025. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Asset Dedication LLC reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 233 CarMax shares in Q3 2025, an estimated $15.7K.
  • Asset Dedication LLC first reported a position in CarMax in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's CarMax position peaked at $15.7K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.