Bard Financial Services’s CarMax KMX Stock Holding History

Bard Financial Services’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	$1.28M	Buy	28,580 +8,780	+44%	+$524K	0.14%	109
2025 Q2	$1.33M	Sell	19,800 -1,500	-7%	-$101K	0.16%	101
2025 Q1	$1.66M	Sell	21,300 -18,410	-46%	-$1.48M	0.2%	91
2024 Q4	$3.25M	Buy	39,710 +660	+2%	+$51.8K	0.39%	62
2024 Q3	$3.02M	Sell	39,050 -1,260	-3%	-$99.6K	0.36%	62
2024 Q2	$2.96M	Buy	40,310 +1,100	+3%	+$79.3K	0.31%	68
2024 Q1	$3.42M	Buy	39,210 +1,800	+5%	+$136K	0.36%	64
2023 Q4	$2.87M	Sell	37,410 -1,000	-3%	-$67.2K	0.32%	68
2023 Q3	$2.72M	Sell	38,410 -275	-0.7%	-$22.5K	0.34%	65
2023 Q2	$3.24M	Buy	38,685 +10,640	+38%	+$779K	0.25%	91
2023 Q1	$1.8M	Buy	28,045 +13,540	+93%	+$906K	0.14%	122
2022 Q4	$883K	Buy	+14,505	New	+$931K	0.08%	173

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 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