GeoWealth Management’s CarMax KMX Stock Holding History

GeoWealth Management’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	-16,414	Closed	-$634K	–	887
2025 Q4	$634K	Sell	16,414 -6,272	-28%	-$251K	0.02%	386
2025 Q3	$1.02M	Buy	22,686 +16,713	+280%	+$998K	0.04%	293
2025 Q2	$401K	Buy	5,973 +203	+4%	+$13.7K	0.02%	461
2025 Q1	$450K	Sell	5,770 -1,402	-20%	-$112K	0.02%	445
2024 Q4	$586K	Buy	7,172 +2,008	+39%	+$158K	0.02%	432
2024 Q3	$400K	Buy	5,164 +1,258	+32%	+$99.5K	0.01%	521
2024 Q2	$286K	Buy	+3,906	New	+$281K	0.01%	595

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

GeoWealth Management's KMX Position: Q1 2026 in Review

GeoWealth Management sold out of CarMax (KMX) in Q1 2026, closing a stake of 16,414 shares — an estimated $634K sold.

GeoWealth Management first reported a position in KMX in Q2 2024 and held it in 7 quarters. The position peaked at $1.02M in Q3 2025. 550 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

GeoWealth Management reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 16,414 CarMax shares in Q1 2026, an estimated $634K.
GeoWealth Management first reported a position in CarMax in Q2 2024 and held it in 7 quarters.
GeoWealth Management's CarMax position peaked at $1.02M in Q3 2025.
550 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.