Bank of Montreal’s CarMax KMX Stock Holding History

Bank of Montreal’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 Q4	–	Sell	-256,500	Closed	-$11.5M	–	3725
2025 Q3	$11.5M	Buy	+256,500	New	+$15.3M	﹤0.01%	993
2021 Q1	–	Sell	-5,300	Closed	-$555K	–	5223
2020 Q4	$555K	Hold	5,300	–	–	﹤0.01%	2644
2020 Q3	$494K	Hold	5,300	–	–	﹤0.01%	2339
2020 Q2	$457K	Hold	5,300	–	–	﹤0.01%	2301
2020 Q1	$266K	Buy	+5,300	New	+$448K	﹤0.01%	2234
2019 Q2	–	Sell	-200,000	Closed	-$14M	–	4984
2019 Q1	$14M	Buy	+200,000	New	+$12.3M	0.01%	726
2018 Q3	–	Sell	-20,000	Closed	-$1.46M	–	4820
2018 Q2	$1.46M	Buy	+20,000	New	+$1.34M	﹤0.01%	1802

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $324M AUM 55.4% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal's KMX Position: Q2 2026 in Review

Bank of Montreal increased its CarMax (KMX) stake by 2.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 13,922 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Bank of Montreal first reported a position in KMX in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.9M in Q4 2023. 323 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Bank of Montreal held 13,922 shares of CarMax worth $736K as of Q2 2026.
Bank of Montreal bought 304 CarMax shares in Q2 2026, an estimated $13.2K.
CarMax made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2254 holding.
Bank of Montreal first reported a position in CarMax in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's CarMax position peaked at $30.9M in Q4 2023.
323 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.