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Elevation Wealth Partners’s CarMax KMX Stock Holding History

Elevation 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
Q2 		$21.5K Buy
+406
New +$17.7K 0.01% 569
2023
Q2 		– Sell
-700
Closed -$45K – 363
2023
Q1 		$45K Buy
+700
New +$46.8K 0.04% 169

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Elevation Wealth Partners's KMX Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in CarMax (KMX) in Q2 2026: 406 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in KMX as recently as Q1 2023.

Elevation Wealth Partners first reported a position in KMX in Q1 2023 and has held it in 2 quarters since. The position peaked at $45K in Q1 2023. 555 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Elevation Wealth Partners held 406 shares of CarMax worth $21.5K as of Q2 2026.
  • CarMax was a new Elevation Wealth Partners position in Q2 2026.
  • CarMax made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #569 holding.
  • Elevation Wealth Partners first reported a position in CarMax in Q1 2023 and has held it in 2 quarters since.
  • Elevation Wealth Partners's CarMax position peaked at $45K in Q1 2023.
  • 555 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.