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Cypress Wealth Services’s CarMax KMX Stock Holding History

Cypress Wealth Services’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
-3,662
Closed -$246K – 354
2025
Q2 		$246K Buy
3,662
+28
+0.8% +$1.88K 0.04% 266
2025
Q1 		$283K Buy
3,634
+20
+0.6% +$1.6K 0.06% 226
2024
Q4 		$295K Buy
3,614
+179
+5% +$14.1K 0.06% 206
2024
Q3 		$266K Buy
3,435
+12
+0.4% +$949 0.06% 224
2024
Q2 		$251K Buy
3,423
+707
+26% +$50.9K 0.06% 217
2024
Q1 		$237K Buy
+2,716
New +$205K 0.06% 228
2022
Q3 		– Sell
-2,693
Closed -$244K – 238
2022
Q2 		$244K Sell
2,693
-49
-2% -$4.61K 0.08% 193
2022
Q1 		$265K Buy
+2,742
New +$295K 0.07% 193

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

Cypress Wealth Services's KMX Position: Q3 2025 in Review

Cypress Wealth Services sold out of CarMax (KMX) in Q3 2025, closing a stake of 3,662 shares — an estimated $246K sold.

Cypress Wealth Services first reported a position in KMX in Q1 2022 and held it in 8 quarters. The position peaked at $295K in Q4 2024. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Cypress Wealth Services reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 3,662 CarMax shares in Q3 2025, an estimated $246K.
  • Cypress Wealth Services first reported a position in CarMax in Q1 2022 and held it in 8 quarters.
  • Cypress Wealth Services's CarMax position peaked at $295K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.