Farley Capital’s CarMax KMX Stock Holding History

Farley Capital’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 Q1	–	Sell	-84,909	Closed	-$3.28M	–	19
2025 Q4	$3.28M	Buy	84,909 +12,415	+17%	+$496K	2.44%	8
2025 Q3	$3.25M	Buy	72,494 +52,237	+258%	+$3.12M	2.35%	9
2025 Q2	$1.36M	Buy	+20,257	New	+$1.36M	1.07%	11

Other funds holding KMX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

SIM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Farley Capital's KMX Position: Q1 2026 in Review

Farley Capital sold out of CarMax (KMX) in Q1 2026, closing a stake of 84,909 shares — an estimated $3.28M sold.

Farley Capital first reported a position in KMX in Q2 2025 and held it in 3 quarters. The position peaked at $3.28M in Q4 2025. 549 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Farley Capital reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
Farley Capital sold 84,909 CarMax shares in Q1 2026, an estimated $3.28M.
Farley Capital first reported a position in CarMax in Q2 2025 and held it in 3 quarters.
Farley Capital's CarMax position peaked at $3.28M in Q4 2025.
549 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Farley Capital's 13F filing for Q1 2026, filed 11 May 2026.