H&H Retirement Design & Management’s CarMax KMX Stock Holding History

H&H Retirement Design & 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
2025 Q4	–	Sell	-6,545	Closed	-$218K	–	82
2025 Q3	$218K	Sell	6,545 -291	-4%	-$17.4K	0.12%	78
2025 Q2	$420K	Buy	6,836 +225	+3%	+$15.1K	0.23%	61
2025 Q1	$412K	Hold	6,611	–	–	0.27%	53
2024 Q4	$546K	Sell	6,611 -747	-10%	-$58.7K	0.33%	50
2024 Q3	$542K	Sell	7,358 -237	-3%	-$18.7K	0.32%	53
2024 Q2	$614K	Buy	7,595 +1,896	+33%	+$137K	0.38%	50
2024 Q1	$387K	Buy	+5,699	New	+$431K	0.26%	61

Other funds holding KMX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SIM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

H&H Retirement Design & Management's KMX Position: Q4 2025 in Review

H&H Retirement Design & Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 6,545 shares — an estimated $218K sold.

H&H Retirement Design & Management first reported a position in KMX in Q1 2024 and held it in 7 quarters. The position peaked at $614K in Q2 2024. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

H&H Retirement Design & Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
H&H Retirement Design & Management sold 6,545 CarMax shares in Q4 2025, an estimated $218K.
H&H Retirement Design & Management first reported a position in CarMax in Q1 2024 and held it in 7 quarters.
H&H Retirement Design & Management's CarMax position peaked at $614K in Q2 2024.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on H&H Retirement Design & Management's 13F filing for Q4 2025, filed 4 Feb 2026.