Bartlett & Co Wealth 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 | $212 | Sell |
4
-200
| -98% | -$8.7K | ﹤0.01% | 1259 |
|
|
2026
Q1 | $7.52K | Sell |
204
-641
| -76% | -$28.1K | ﹤0.01% | 963 |
|
|
2025
Q4 | $32.7K | Sell |
845
-842
| -50% | -$33.7K | ﹤0.01% | 734 |
|
|
2025
Q3 | $75.7K | Buy |
1,687
+842
| +100% | +$50.3K | ﹤0.01% | 601 |
|
|
2025
Q2 | $56.8K | Sell |
845
-2
| -0.2% | -$135 | ﹤0.01% | 636 |
|
|
2025
Q1 | $66K | Buy |
847
+2
| +0.2% | +$160 | ﹤0.01% | 606 |
|
|
2024
Q4 | $69.1K | Hold |
845
| – | – | ﹤0.01% | 597 |
|
|
2024
Q3 | $65.4K | Hold |
845
| – | – | ﹤0.01% | 610 |
|
|
2024
Q2 | $62K | Hold |
845
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $73.6K | Hold |
845
| – | – | ﹤0.01% | 602 |
|
|
2023
Q4 | $65.8K | Hold |
845
| – | – | ﹤0.01% | 648 |
|
|
2023
Q3 | $59.8K | Hold |
845
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $70.7K | Hold |
845
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $54.3K | Hold |
845
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $51.5K | Sell |
845
-9
| -1% | -$578 | ﹤0.01% | 574 |
|
|
2022
Q3 | $56.4K | Buy |
854
+9
| +1% | +$822 | ﹤0.01% | 550 |
|
|
2022
Q2 | $76.5K | Hold |
845
| – | – | ﹤0.01% | 506 |
|
|
2022
Q1 | $81.5K | Buy |
+845
| New | +$90.9K | ﹤0.01% | 511 |
|
|
2021
Q4 | – | Sell |
-375
| Closed | -$48K | – | 657 |
|
|
2021
Q3 | $48K | Hold |
375
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $48.4K | Hold |
375
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $49.7K | Hold |
375
| – | – | ﹤0.01% | 539 |
|
|
2020
Q4 | $35.4K | Hold |
375
| – | – | ﹤0.01% | 587 |
|
|
2020
Q3 | $34.5K | Hold |
375
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $33.6K | Hold |
375
| – | – | ﹤0.01% | 549 |
|
|
2020
Q1 | $20.2K | Hold |
375
| – | – | ﹤0.01% | 583 |
|
|
2019
Q4 | $32.9K | Sell |
375
-231
| -38% | -$21.7K | ﹤0.01% | 591 |
|
|
2019
Q3 | $53.3K | Buy |
606
+81
| +15% | +$6.95K | ﹤0.01% | 519 |
|
|
2019
Q2 | $45.6K | Hold |
525
| – | – | ﹤0.01% | 446 |
|
|
2019
Q1 | $36.6K | Hold |
525
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $32.9K | Hold |
525
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $39.2K | Hold |
525
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $38.3K | Buy |
+525
| New | +$35.1K | ﹤0.01% | 452 |
|
Other funds holding KMX
SIM
JT
Bartlett & Co Wealth Management's KMX Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its CarMax (KMX) stake by 98% in Q2 2026, selling an estimated $8.7K and leaving 4 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #1259.
Bartlett & Co Wealth Management first reported a position in KMX in Q2 2018 and has held it in 32 quarters since. The position peaked at $81.5K in Q1 2022. 557 funds tracked by Wall St. Rank hold KMX as of Q2 2026.
- Bartlett & Co Wealth Management held 4 shares of CarMax worth $212 as of Q2 2026.
- Bartlett & Co Wealth Management sold 200 CarMax shares in Q2 2026, an estimated $8.7K.
- CarMax made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1259 holding.
- Bartlett & Co Wealth Management first reported a position in CarMax in Q2 2018 and has held it in 32 quarters since.
- Bartlett & Co Wealth Management's CarMax position peaked at $81.5K in Q1 2022.
- 557 funds tracked by Wall St. Rank held CarMax as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.