Dakota Wealth Management’s CarMax KMX Stock Holding History

Dakota 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 Q4	–	Sell	-12,626	Closed	-$567K	–	801
2025 Q3	$567K	Sell	12,626 -2,385	-16%	-$142K	0.01%	458
2025 Q2	$1.01M	Buy	15,011 +620	+4%	+$41.7K	0.02%	378
2025 Q1	$1.12M	Sell	14,391 -329	-2%	-$26.4K	0.03%	356
2024 Q4	$1.2M	Buy	14,720 +215	+1%	+$16.9K	0.03%	331
2024 Q3	$1.12M	Sell	14,505 -175	-1%	-$13.8K	0.03%	352
2024 Q2	$1.08M	Buy	14,680 +103	+0.7%	+$7.42K	0.03%	354
2024 Q1	$1.27M	Buy	14,577 +10,532	+260%	+$797K	0.03%	326
2023 Q4	$310K	Hold	4,045	–	–	0.01%	509
2023 Q3	$286K	Hold	4,045	–	–	0.01%	501
2023 Q2	$339K	Hold	4,045	–	–	0.02%	455
2023 Q1	$260K	Hold	4,045	–	–	0.02%	501
2022 Q4	$246K	Buy	4,045 +45	+1%	+$2.89K	0.02%	494
2022 Q3	$264K	Hold	4,000	–	–	0.02%	447
2022 Q2	$362K	Hold	4,000	–	–	0.03%	341
2022 Q1	$386K	Buy	+4,000	New	+$430K	0.03%	327

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dakota Wealth Management's KMX Position: Q4 2025 in Review

Dakota Wealth Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 12,626 shares — an estimated $567K sold.

Dakota Wealth Management first reported a position in KMX in Q1 2022 and held it in 15 quarters. The position peaked at $1.27M in Q1 2024. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Dakota Wealth Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Dakota Wealth Management sold 12,626 CarMax shares in Q4 2025, an estimated $567K.
Dakota Wealth Management first reported a position in CarMax in Q1 2022 and held it in 15 quarters.
Dakota Wealth Management's CarMax position peaked at $1.27M in Q1 2024.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.