Compass Wealth Management’s CarMax KMX Stock Holding History

Compass Wealth Management’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	$60.6K	Buy	+1,100	New	+$64.1K	0.01%	252
2025 Q3	–	Sell	-4,650	Closed	-$313K	–	152
2025 Q2	$313K	Sell	4,650 -3,850	-45%	-$259K	0.07%	130
2025 Q1	$662K	Hold	8,500	–	–	0.17%	89
2024 Q4	$695K	Sell	8,500 -200	-2%	-$15.7K	0.17%	91
2024 Q3	$673K	Sell	8,700 -400	-4%	-$31.6K	0.16%	102
2024 Q2	$667K	Sell	9,100 -2,000	-18%	-$144K	0.16%	101
2024 Q1	$967K	Sell	11,100 -300	-3%	-$22.7K	0.24%	90
2023 Q4	$875K	Hold	11,400	–	–	0.24%	89
2023 Q3	$806K	Hold	11,400	–	–	0.25%	94
2023 Q2	$954K	Buy	11,400 +200	+2%	+$14.6K	0.29%	89
2023 Q1	$720K	Buy	11,200 +7,775	+227%	+$520K	0.23%	102
2022 Q4	$209K	Buy	+3,425	New	+$220K	0.07%	151

Other funds holding KMX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Endure Capital Management Austin, Texas $304M AUM

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Compass Wealth Management's KMX Position: Q3 2026 in Review

Compass Wealth Management opened a new position in CarMax (KMX) in Q3 2026: 1,100 shares worth $60.6K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in KMX as recently as Q2 2025.

Compass Wealth Management first reported a position in KMX in Q4 2022 and has held it in 12 quarters since. The position peaked at $967K in Q1 2024. 280 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

Compass Wealth Management held 1,100 shares of CarMax worth $60.6K as of Q3 2026.
CarMax was a new Compass Wealth Management position in Q3 2026.
CarMax made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #252 holding.
Compass Wealth Management first reported a position in CarMax in Q4 2022 and has held it in 12 quarters since.
Compass Wealth Management's CarMax position peaked at $967K in Q1 2024.
280 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.