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Bartlett & Co Wealth Management’s CarMax KMX Stock Holding History

Bartlett & Co Wealth Management’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bartlett & Co Wealth Management's KMX Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its CarMax (KMX) stake by 76% in Q1 2026, selling an estimated $28.1K and leaving 204 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Bartlett & Co Wealth Management first reported a position in KMX in Q2 2018 and has held it in 31 quarters since. The position peaked at $81.5K in Q1 2022. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Bartlett & Co Wealth Management held 204 shares of CarMax worth $7.52K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 641 CarMax shares in Q1 2026, an estimated $28.1K.
  • CarMax made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #963 holding.
  • Bartlett & Co Wealth Management first reported a position in CarMax in Q2 2018 and has held it in 31 quarters since.
  • Bartlett & Co Wealth Management's CarMax position peaked at $81.5K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.