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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Compass Wealth Management's KMX Position: Q3 2025 in Review

Compass Wealth Management sold out of CarMax (KMX) in Q3 2025, closing a stake of 4,650 shares — an estimated $313K sold.

Compass Wealth Management first reported a position in KMX in Q4 2022 and held it in 11 quarters. The position peaked at $967K in Q1 2024. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Compass Wealth Management reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Compass Wealth Management sold 4,650 CarMax shares in Q3 2025, an estimated $313K.
  • Compass Wealth Management first reported a position in CarMax in Q4 2022 and held it in 11 quarters.
  • Compass Wealth Management's CarMax position peaked at $967K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Compass Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.