Capstone Financial Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $502K | Buy |
9,500
+500
| +6% | +$21.8K | 0.02% | 106 |
|
|
2026
Q1 | $374K | Hold |
9,000
| – | – | 0.02% | 127 |
|
|
2025
Q4 | $348K | Buy |
9,000
+2,000
| +29% | +$80K | 0.02% | 126 |
|
|
2025
Q3 | $314K | Buy |
7,000
+2,000
| +40% | +$119K | 0.02% | 137 |
|
|
2025
Q2 | $336K | Hold |
5,000
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $390K | Hold |
5,000
| – | – | 0.02% | 101 |
|
|
2024
Q4 | $409K | Hold |
5,000
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $387K | Hold |
5,000
| – | – | 0.02% | 98 |
|
|
2024
Q2 | $367K | Hold |
5,000
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $436K | Hold |
5,000
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $384K | Hold |
5,000
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $354K | Hold |
5,000
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $419K | Hold |
5,000
| – | – | 0.03% | 84 |
|
|
2023
Q1 | $321K | Hold |
5,000
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $304K | Hold |
5,000
| – | – | 0.03% | 97 |
|
|
2022
Q3 | $330K | Hold |
5,000
| – | – | 0.03% | 92 |
|
|
2022
Q2 | $452K | Hold |
5,000
| – | – | 0.04% | 81 |
|
|
2022
Q1 | $482K | Hold |
5,000
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $651K | Sell |
5,000
-400
| -7% | -$56K | 0.05% | 65 |
|
|
2021
Q3 | $691K | Hold |
5,400
| – | – | 0.05% | 54 |
|
|
2021
Q2 | $697K | Hold |
5,400
| – | – | 0.06% | 54 |
|
|
2021
Q1 | $716K | Sell |
5,400
-200
| -4% | -$24.3K | 0.06% | 41 |
|
|
2020
Q4 | $529K | Sell |
5,600
-100
| -2% | -$9.38K | 0.05% | 49 |
|
|
2020
Q3 | $524K | Hold |
5,700
| – | – | 0.06% | 46 |
|
|
2020
Q2 | $510K | Hold |
5,700
| – | – | 0.06% | 42 |
|
|
2020
Q1 | $307K | Hold |
5,700
| – | – | 0.04% | 52 |
|
|
2019
Q4 | $500K | Hold |
5,700
| – | – | 0.07% | 43 |
|
|
2019
Q3 | $502K | Hold |
5,700
| – | – | 0.08% | 45 |
|
|
2019
Q2 | $495K | Hold |
5,700
| – | – | 0.08% | 44 |
|
|
2019
Q1 | $398K | Hold |
5,700
| – | – | 0.07% | 50 |
|
|
2018
Q4 | $358K | Hold |
5,700
| – | – | 0.07% | 53 |
|
|
2018
Q3 | $426K | Hold |
5,700
| – | – | 0.11% | 40 |
|
|
2018
Q2 | $415K | Buy |
+5,700
| New | +$381K | 0.12% | 40 |
|
Other funds holding KMX
SIM
JT
Capstone Financial Advisors's KMX Position: Q2 2026 in Review
Capstone Financial Advisors increased its CarMax (KMX) stake by 5.6% in Q2 2026, buying an estimated $21.8K and bringing the position to 9,500 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #106.
Capstone Financial Advisors first reported a position in KMX in Q2 2018 and has held it in 33 quarters since. The position peaked at $716K in Q1 2021. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.
- Capstone Financial Advisors held 9,500 shares of CarMax worth $502K as of Q2 2026.
- Capstone Financial Advisors bought 500 CarMax shares in Q2 2026, an estimated $21.8K.
- CarMax made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #106 holding.
- Capstone Financial Advisors first reported a position in CarMax in Q2 2018 and has held it in 33 quarters since.
- Capstone Financial Advisors's CarMax position peaked at $716K in Q1 2021.
- 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.