Birch Hill Investment Advisors
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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
Q3 		$559K Sell
10,140
-4,145
-29% -$241K 0.02% 148
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EPW
Elevated Private Wealth Brookfield, Wisconsin $134M AUM
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Birch Hill Investment Advisors's KMX Position: Q3 2026 in Review

Birch Hill Investment Advisors reduced its CarMax (KMX) stake by 29% in Q3 2026, selling an estimated $241K and leaving 10,140 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #148.

Birch Hill Investment Advisors first reported a position in KMX in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2024. 45 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

  • Birch Hill Investment Advisors held 10,140 shares of CarMax worth $559K as of Q3 2026.
  • Birch Hill Investment Advisors sold 4,145 CarMax shares in Q3 2026, an estimated $241K.
  • CarMax made up 0.02% of Birch Hill Investment Advisors's portfolio in Q3 2026, its #148 holding.
  • Birch Hill Investment Advisors first reported a position in CarMax in Q1 2023 and has held it in 15 quarters since.
  • Birch Hill Investment Advisors's CarMax position peaked at $2.34M in Q4 2024.
  • 45 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.