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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bard Financial Services's KMX Position: Q3 2025 in Review

Bard Financial Services increased its CarMax (KMX) stake by 44% in Q3 2025, buying an estimated $524K and bringing the position to 28,580 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #109.

Bard Financial Services first reported a position in KMX in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.42M in Q1 2024. 623 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

Bard Financial Services held 28,580 shares of CarMax worth $1.28M as of Q3 2025.
Bard Financial Services bought 8,780 CarMax shares in Q3 2025, an estimated $524K.
CarMax made up 0.14% of Bard Financial Services's portfolio in Q3 2025, its #109 holding.
Bard Financial Services first reported a position in CarMax in Q4 2022 and has held it in 12 quarters since.
Bard Financial Services's CarMax position peaked at $3.42M in Q1 2024.
623 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.