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EverSource Wealth Advisors’s CarMax KMX Stock Holding History

EverSource Wealth Advisors’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 		$373K Sell
7,053
-4,288
-38% -$187K 0.01% 698
2026
Q1 		$472K Buy
11,341
+3,607
+47% +$158K 0.01% 626
2025
Q4 		$299K Buy
7,734
+2,876
+59% +$115K 0.01% 761
2025
Q3 		$218K Sell
4,858
-4,267
-47% -$255K 0.01% 864
2025
Q2 		$613K Buy
9,125
+6,528
+251% +$439K 0.03% 390
2025
Q1 		$202K Sell
2,597
-1,270
-33% -$102K 0.01% 656
2024
Q4 		$316K Buy
3,867
+1,999
+107% +$157K 0.02% 490
2024
Q3 		$145K Buy
1,868
+587
+46% +$46.4K 0.01% 666
2024
Q2 		$108K Sell
1,281
-101
-7% -$7.28K 0.01% 763
2024
Q1 		$93.9K Sell
1,382
-49
-3% -$3.71K 0.01% 730
2023
Q4 		$110K Sell
1,431
-19
-1% -$1.28K 0.01% 604
2023
Q3 		$103K Hold
1,450
– – 0.01% 560
2023
Q2 		$121K Buy
1,450
+1,153
+388% +$84.4K 0.01% 514
2023
Q1 		$19.1K Buy
297
+18
+6% +$1.21K ﹤0.01% 1099
2022
Q4 		$17K Sell
279
-102
-27% -$6.55K ﹤0.01% 1113
2022
Q3 		$26K Buy
381
+27
+8% +$2.47K 0.01% 815
2022
Q2 		$32K Buy
354
+34
+11% +$3.2K 0.01% 711
2022
Q1 		$31K Sell
320
-9
-3% -$968 0.01% 565
2021
Q4 		$43K Buy
+329
New +$46.1K 0.01% 454

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

EverSource Wealth Advisors's KMX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CarMax (KMX) stake by 38% in Q2 2026, selling an estimated $187K and leaving 7,053 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #698.

EverSource Wealth Advisors first reported a position in KMX in Q4 2021 and has held it in 19 quarters since. The position peaked at $613K in Q2 2025. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • EverSource Wealth Advisors held 7,053 shares of CarMax worth $373K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,288 CarMax shares in Q2 2026, an estimated $187K.
  • CarMax made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #698 holding.
  • EverSource Wealth Advisors first reported a position in CarMax in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CarMax position peaked at $613K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.