Banyan Capital Management’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.95M | Sell |
169,214
-2,997
| -2% | -$130K | 3.89% | 10 |
|
|
2026
Q1 | $7.16M | Buy |
172,211
+25,963
| +18% | +$1.14M | 3.09% | 13 |
|
|
2025
Q4 | $5.65M | Sell |
146,248
-31,622
| -18% | -$1.26M | 2.46% | 13 |
|
|
2025
Q3 | $7.98M | Buy |
177,870
+37,043
| +26% | +$2.21M | 3.62% | 13 |
|
|
2025
Q2 | $9.46M | Buy |
140,827
+8,478
| +6% | +$570K | 4.87% | 11 |
|
|
2025
Q1 | $10.3M | Buy |
132,349
+1,710
| +1% | +$137K | 5.82% | 7 |
|
|
2024
Q4 | $10.7M | Buy |
130,639
+48
| +0% | +$3.77K | 6.41% | 9 |
|
|
2024
Q3 | $10.1M | Sell |
130,591
-1,100
| -0.8% | -$87K | 5.85% | 9 |
|
|
2024
Q2 | $9.66M | Buy |
131,691
+1,710
| +1% | +$123K | 5.84% | 7 |
|
|
2024
Q1 | $11.3M | Buy |
129,981
+772
| +0.6% | +$58.4K | 6.42% | 6 |
|
|
2023
Q4 | $9.91M | Buy |
129,209
+1,325
| +1% | +$89.1K | 6.08% | 9 |
|
|
2023
Q3 | $9.04M | Sell |
127,884
-422
| -0.3% | -$34.6K | 5.88% | 9 |
|
|
2023
Q2 | $10.7M | Hold |
128,306
| – | – | 7.1% | 8 |
|
|
2023
Q1 | $8.25M | Buy |
128,306
+43,948
| +52% | +$2.94M | 6.01% | 9 |
|
|
2022
Q4 | $5.14M | Buy |
84,358
+120
| +0.1% | +$7.7K | 3.82% | 13 |
|
|
2022
Q3 | $5.56M | Buy |
84,238
+13,264
| +19% | +$1.21M | 4.14% | 14 |
|
|
2022
Q2 | $6.42M | Hold |
70,974
| – | – | 4.33% | 14 |
|
|
2022
Q1 | $6.85M | Sell |
70,974
-285
| -0.4% | -$30.7K | 3.99% | 15 |
|
|
2021
Q4 | $9.28M | Sell |
71,259
-6,015
| -8% | -$842K | 5.36% | 12 |
|
|
2021
Q3 | $9.89M | Sell |
77,274
-444
| -0.6% | -$59.1K | 6.29% | 8 |
|
|
2021
Q2 | $10M | Sell |
77,718
-1,840
| -2% | -$227K | 6.25% | 8 |
|
|
2021
Q1 | $10.6M | Sell |
79,558
-3,205
| -4% | -$390K | 6.99% | 7 |
|
|
2020
Q4 | $7.82M | Sell |
82,763
-2,199
| -3% | -$206K | 5.63% | 9 |
|
|
2020
Q3 | $7.81M | Sell |
84,962
-6,049
| -7% | -$604K | 6.51% | 6 |
|
|
2020
Q2 | $8.15M | Sell |
91,011
-10
| -0% | -$784 | 7.5% | 5 |
|
|
2020
Q1 | $4.9M | Sell |
91,021
-35
| -0% | -$2.96K | 5.2% | 9 |
|
|
2019
Q4 | $7.98M | Sell |
91,056
-298
| -0.3% | -$28K | 6.96% | 7 |
|
|
2019
Q3 | $8.04M | Sell |
91,354
-4,121
| -4% | -$354K | 7.62% | 5 |
|
|
2019
Q2 | $8.29M | Buy |
95,475
+128
| +0.1% | +$10K | 7.78% | 5 |
|
|
2019
Q1 | $6.66M | Buy |
95,347
+4,681
| +5% | +$289K | 6.79% | 6 |
|
|
2018
Q4 | $5.69M | Buy |
+90,666
| New | +$5.98M | 6.36% | 7 |
|
Other funds holding KMX
SIM
JT
Banyan Capital Management's KMX Position: Q2 2026 in Review
Banyan Capital Management reduced its CarMax (KMX) stake by 1.7% in Q2 2026, selling an estimated $130K and leaving 169,214 shares worth $8.95M. The position accounts for 3.89% of the portfolio, ranked #10.
Banyan Capital Management first reported a position in KMX in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.3M in Q1 2024. 557 funds tracked by Wall St. Rank hold KMX as of Q2 2026.
- Banyan Capital Management held 169,214 shares of CarMax worth $8.95M as of Q2 2026.
- Banyan Capital Management sold 2,997 CarMax shares in Q2 2026, an estimated $130K.
- CarMax made up 3.89% of Banyan Capital Management's portfolio in Q2 2026, its #10 holding.
- Banyan Capital Management first reported a position in CarMax in Q4 2018 and has held it in 31 quarters since.
- Banyan Capital Management's CarMax position peaked at $11.3M in Q1 2024.
- 557 funds tracked by Wall St. Rank held CarMax as of Q2 2026.
Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.