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GoalVest Advisory’s CarMax KMX Stock Holding History

GoalVest Advisory’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
Q3 		$1.21K Buy
+22
New +$1.28K ﹤0.01% 679
2022
Q2 		– Sell
-2
Closed – – 437
2022
Q1 		$0 Buy
+2
New +$215 ﹤0.01% 447

Other funds holding KMX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GoalVest Advisory's KMX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in CarMax (KMX) in Q3 2026: 22 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in KMX as recently as Q1 2022.

GoalVest Advisory first reported a position in KMX in Q1 2022 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

  • GoalVest Advisory held 22 shares of CarMax worth $1.21K as of Q3 2026.
  • CarMax was a new GoalVest Advisory position in Q3 2026.
  • CarMax made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #679 holding.
  • GoalVest Advisory first reported a position in CarMax in Q1 2022 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.