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Congress Wealth Management’s CarMax KMX Stock Holding History

Congress 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
Q2 		$328K Buy
+4,875
New +$328K ﹤0.01% 1038

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's KMX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in CarMax (KMX) in Q2 2025: 4,875 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

732 funds tracked by Wall St. Rank hold KMX as of Q2 2025.

  • Congress Wealth Management held 4,875 shares of CarMax worth $328K as of Q2 2025.
  • CarMax was a new Congress Wealth Management position in Q2 2025.
  • CarMax made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1038 holding.
  • 732 funds tracked by Wall St. Rank held CarMax as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.