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Evolve Private Wealth’s CarMax KMX Stock Holding History

Evolve Private Wealth’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 		$702K Sell
13,271
-6,407
-33% -$279K 0.04% 395
2026
Q1 		$818K Buy
19,678
+1,188
+6% +$52K 0.04% 391
2025
Q4 		$714K Buy
+18,490
New +$739K 0.04% 398

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

Evolve Private Wealth's KMX Position: Q2 2026 in Review

Evolve Private Wealth reduced its CarMax (KMX) stake by 33% in Q2 2026, selling an estimated $279K and leaving 13,271 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #395.

Evolve Private Wealth first reported a position in KMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q1 2026. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Evolve Private Wealth held 13,271 shares of CarMax worth $702K as of Q2 2026.
  • Evolve Private Wealth sold 6,407 CarMax shares in Q2 2026, an estimated $279K.
  • CarMax made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #395 holding.
  • Evolve Private Wealth first reported a position in CarMax in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's CarMax position peaked at $818K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.