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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Caldwell Trust's KMX Position: Q1 2026 in Review

Caldwell Trust held its CarMax (KMX) position steady in Q1 2026 at 300 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Caldwell Trust first reported a position in KMX in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.8K in Q1 2021. 548 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Caldwell Trust held 300 shares of CarMax worth $12.5K as of Q1 2026.
Caldwell Trust left its CarMax share count unchanged in Q1 2026.
CarMax made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #642 holding.
Caldwell Trust first reported a position in CarMax in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's CarMax position peaked at $39.8K in Q1 2021.
548 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.