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Equitable Trust’s CarMax KMX Stock Holding History

Equitable Trust’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
-12,009
Closed -$807K – 448
2025
Q2 		$807K Buy
12,009
+4,122
+52% +$277K 0.04% 256
2025
Q1 		$615K Buy
7,887
+62
+0.8% +$4.97K 0.03% 275
2024
Q4 		$640K Buy
7,825
+117
+2% +$9.19K 0.04% 278
2024
Q3 		$596K Sell
7,708
-449
-6% -$35.5K 0.04% 277
2024
Q2 		$598K Buy
8,157
+342
+4% +$24.6K 0.04% 264
2024
Q1 		$681K Buy
7,815
+2,354
+43% +$178K 0.05% 246
2023
Q4 		$419K Buy
5,461
+199
+4% +$13.4K 0.03% 307
2023
Q3 		$372K Hold
5,262
– – 0.03% 310
2023
Q2 		$440K Sell
5,262
-189
-3% -$13.8K 0.03% 278
2023
Q1 		$350K Buy
5,451
+154
+3% +$10.3K 0.03% 310
2022
Q4 		$323K Buy
+5,297
New +$340K 0.03% 323
2022
Q3 		– Sell
-2,272
Closed -$206K – 394
2022
Q2 		$206K Sell
2,272
-2,053
-47% -$193K 0.02% 376
2022
Q1 		$417K Sell
4,325
-893
-17% -$96.1K 0.03% 275
2021
Q4 		$680K Sell
5,218
-551
-10% -$77.2K 0.04% 212
2021
Q3 		$738K Sell
5,769
-534
-8% -$71.1K 0.05% 202
2021
Q2 		$814K Sell
6,303
-294
-4% -$36.3K 0.05% 200
2021
Q1 		$875K Sell
6,597
-4,844
-42% -$590K 0.07% 184
2020
Q4 		$1.08M Buy
11,441
+2,540
+29% +$238K 0.08% 177
2020
Q3 		$818K Buy
8,901
+51
+0.6% +$5.09K 0.07% 183
2020
Q2 		$793K Buy
8,850
+130
+1% +$10.2K 0.07% 177
2020
Q1 		$469K Buy
+8,720
New +$738K 0.05% 209

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

Equitable Trust's KMX Position: Q3 2025 in Review

Equitable Trust sold out of CarMax (KMX) in Q3 2025, closing a stake of 12,009 shares — an estimated $807K sold.

Equitable Trust first reported a position in KMX in Q1 2020 and held it in 21 quarters. The position peaked at $1.08M in Q4 2020. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Equitable Trust reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Equitable Trust sold 12,009 CarMax shares in Q3 2025, an estimated $807K.
  • Equitable Trust first reported a position in CarMax in Q1 2020 and held it in 21 quarters.
  • Equitable Trust's CarMax position peaked at $1.08M in Q4 2020.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Equitable Trust's 13F filing for Q3 2025, filed 10 Nov 2025.