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Birch Hill Investment Advisors’s CarMax KMX Stock Holding History

Birch Hill Investment Advisors’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
Q2 		$756K Sell
14,285
-1,245
-8% -$54.2K 0.03% 132
2026
Q1 		$646K Sell
15,530
-770
-5% -$33.7K 0.03% 133
2025
Q4 		$630K Sell
16,300
-19,937
-55% -$797K 0.03% 136
2025
Q3 		$1.63M Buy
36,237
+9,588
+36% +$573K 0.07% 94
2025
Q2 		$1.79M Sell
26,649
-2,385
-8% -$160K 0.08% 86
2025
Q1 		$2.26M Buy
29,034
+385
+1% +$30.9K 0.11% 83
2024
Q4 		$2.34M Buy
28,649
+2,060
+8% +$162K 0.11% 81
2024
Q3 		$2.06M Buy
26,589
+570
+2% +$45.1K 0.1% 85
2024
Q2 		$1.91M Buy
26,019
+2,365
+10% +$170K 0.09% 86
2024
Q1 		$2.06M Buy
23,654
+4,177
+21% +$316K 0.1% 85
2023
Q4 		$1.49M Buy
19,477
+5,058
+35% +$340K 0.08% 89
2023
Q3 		$1.02M Buy
14,419
+770
+6% +$63.1K 0.06% 92
2023
Q2 		$1.14M Buy
13,649
+1,255
+10% +$91.9K 0.07% 89
2023
Q1 		$797K Buy
+12,394
New +$829K 0.05% 103

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Birch Hill Investment Advisors's KMX Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its CarMax (KMX) stake by 8% in Q2 2026, selling an estimated $54.2K and leaving 14,285 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #132.

Birch Hill Investment Advisors first reported a position in KMX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2024. 255 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Birch Hill Investment Advisors held 14,285 shares of CarMax worth $756K as of Q2 2026.
  • Birch Hill Investment Advisors sold 1,245 CarMax shares in Q2 2026, an estimated $54.2K.
  • CarMax made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Birch Hill Investment Advisors first reported a position in CarMax in Q1 2023 and has held it in 14 quarters since.
  • Birch Hill Investment Advisors's CarMax position peaked at $2.34M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.