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Center for Financial Planning’s CarMax KMX Stock Holding History

Center for Financial Planning’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 		$45K Hold
850
– – ﹤0.01% 333
2026
Q1 		$35.3K Hold
850
– – ﹤0.01% 351
2025
Q4 		$32.8K Buy
850
+150
+21% +$6K ﹤0.01% 353
2025
Q3 		$31.4K Buy
+700
New +$41.8K ﹤0.01% 367

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

Center for Financial Planning's KMX Position: Q2 2026 in Review

Center for Financial Planning held its CarMax (KMX) position steady in Q2 2026 at 850 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Center for Financial Planning first reported a position in KMX in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Center for Financial Planning held 850 shares of CarMax worth $45K as of Q2 2026.
  • Center for Financial Planning left its CarMax share count unchanged in Q2 2026.
  • CarMax made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #333 holding.
  • Center for Financial Planning first reported a position in CarMax in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.