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Concord Wealth Partners’s CarMax KMX Stock Holding History

Concord Wealth Partners’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 		– Sell
-223
Closed -$8.62K – 524
2025
Q4 		$8.62K Sell
223
-265
-54% -$10.6K ﹤0.01% 560
2025
Q3 		$21.9K Sell
488
-22
-4% -$1.31K ﹤0.01% 446
2025
Q2 		$34.3K Hold
510
– – 0.01% 390
2025
Q1 		$39.7K Sell
510
-29
-5% -$2.33K 0.01% 350
2024
Q4 		$44.1K Sell
539
-306
-36% -$24K 0.01% 349
2024
Q3 		$65.3K Buy
845
+844
+84,400% +$66.7K 0.01% 302
2024
Q2 		$37 Sell
1
-1,281
-100% -$92.3K ﹤0.01% 822
2024
Q1 		$112K Buy
1,282
+706
+123% +$53.4K 0.02% 263
2023
Q4 		$44.2K Sell
576
-8,130
-93% -$547K 0.01% 374
2023
Q3 		$616K Buy
8,706
+1,921
+28% +$157K 0.13% 109
2023
Q2 		$568K Buy
6,785
+2,601
+62% +$190K 0.12% 106
2023
Q1 		$269K Buy
4,184
+2,301
+122% +$154K 0.08% 128
2022
Q4 		$115K Buy
+1,883
New +$121K 0.03% 226
2022
Q3 		– Sell
-2,440
Closed -$221K – 681
2022
Q2 		$221K Buy
2,440
+1,220
+100% +$115K 0.06% 154
2022
Q1 		$118K Buy
1,220
+763
+167% +$82.1K 0.03% 271
2021
Q4 		$60K Buy
457
+82
+22% +$11.5K 0.01% 426
2021
Q3 		$48K Sell
375
-16
-4% -$2.13K 0.02% 227
2021
Q2 		$50K Buy
391
+115
+42% +$14.2K 0.01% 356
2021
Q1 		$37K Sell
276
-5
-2% -$609 0.01% 379
2020
Q4 		$27K Buy
+281
New +$26.4K 0.02% 276

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Concord Wealth Partners's KMX Position: Q1 2026 in Review

Concord Wealth Partners sold out of CarMax (KMX) in Q1 2026, closing a stake of 223 shares — an estimated $8.62K sold.

Concord Wealth Partners first reported a position in KMX in Q4 2020 and held it in 20 quarters. The position peaked at $616K in Q3 2023. 550 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Concord Wealth Partners reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 223 CarMax shares in Q1 2026, an estimated $8.62K.
  • Concord Wealth Partners first reported a position in CarMax in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's CarMax position peaked at $616K in Q3 2023.
  • 550 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.