Caldwell Trust’s CarMax KMX Stock Holding History

Caldwell Trust’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	–	Sell	-300	Closed	-$12.5K	–	833
2026 Q1	$12.5K	Hold	300	–	–	﹤0.01%	642
2025 Q4	$11.6K	Hold	300	–	–	﹤0.01%	637
2025 Q3	$13.5K	Hold	300	–	–	﹤0.01%	612
2025 Q2	$20.2K	Hold	300	–	–	﹤0.01%	559
2025 Q1	$23.4K	Hold	300	–	–	﹤0.01%	543
2024 Q4	$24.5K	Hold	300	–	–	﹤0.01%	526
2024 Q3	$23.2K	Hold	300	–	–	﹤0.01%	539
2024 Q2	$22K	Hold	300	–	–	﹤0.01%	531
2024 Q1	$26.1K	Hold	300	–	–	﹤0.01%	526
2023 Q4	$23K	Hold	300	–	–	﹤0.01%	537
2023 Q3	$21.2K	Hold	300	–	–	﹤0.01%	535
2023 Q2	$25.1K	Hold	300	–	–	﹤0.01%	532
2023 Q1	$19.3K	Hold	300	–	–	﹤0.01%	555
2022 Q4	$18.3K	Hold	300	–	–	﹤0.01%	549
2022 Q3	$19.8K	Hold	300	–	–	﹤0.01%	533
2022 Q2	$27.1K	Hold	300	–	–	﹤0.01%	514
2022 Q1	$28.9K	Hold	300	–	–	﹤0.01%	528
2021 Q4	$39.1K	Hold	300	–	–	﹤0.01%	496
2021 Q3	$38.4K	Hold	300	–	–	﹤0.01%	479
2021 Q2	$38.7K	Hold	300	–	–	0.01%	485
2021 Q1	$39.8K	Hold	300	–	–	0.01%	471
2020 Q4	$28.3K	Hold	300	–	–	﹤0.01%	496
2020 Q3	$27.6K	Hold	300	–	–	﹤0.01%	491
2020 Q2	$26.9K	Hold	300	–	–	﹤0.01%	506
2020 Q1	$16.1K	Hold	300	–	–	﹤0.01%	575
2019 Q4	$26.3K	Buy	+300	New	+$28.2K	﹤0.01%	555

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Jupiter Topco New York $245B AUM

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

Caldwell Trust's KMX Position: Q2 2026 in Review

Caldwell Trust sold out of CarMax (KMX) in Q2 2026, closing a stake of 300 shares — an estimated $12.5K sold.

Caldwell Trust first reported a position in KMX in Q4 2019 and held it in 26 quarters. The position peaked at $39.8K in Q1 2021. 557 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Caldwell Trust reported no remaining CarMax position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 300 CarMax shares in Q2 2026, an estimated $12.5K.
Caldwell Trust first reported a position in CarMax in Q4 2019 and held it in 26 quarters.
Caldwell Trust's CarMax position peaked at $39.8K in Q1 2021.
557 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.