Heritage Wealth Advisors’s CarMax KMX Stock Holding History

Heritage Wealth Advisors’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	$268K	Sell	6,446 -500	-7%	-$21.9K	0.01%	182
2025 Q4	$268K	Sell	6,946 -30	-0.4%	-$1.2K	0.01%	197
2025 Q3	$313K	Hold	6,976	–	–	0.01%	170
2025 Q2	$469K	Buy	6,976 +45	+0.6%	+$3.03K	0.02%	137
2025 Q1	$540K	Hold	6,931	–	–	0.03%	120
2024 Q4	$567K	Sell	6,931 -1,048	-13%	-$82.3K	0.03%	128
2024 Q3	$617K	Hold	7,979	–	–	0.03%	127
2024 Q2	$585K	Sell	7,979 -3	-0%	-$216	0.03%	127
2024 Q1	$695K	Hold	7,982	–	–	0.03%	120
2023 Q4	$613K	Sell	7,982 -9,838	-55%	-$661K	0.03%	128
2023 Q3	$1.26M	Hold	17,820	–	–	0.07%	66
2023 Q2	$1.49M	Hold	17,820	–	–	0.08%	61
2023 Q1	$1.15M	Sell	17,820 -371	-2%	-$24.8K	0.06%	75
2022 Q4	$1.11M	Buy	18,191 +5,000	+38%	+$321K	0.06%	75
2022 Q3	$871K	Hold	13,191	–	–	0.06%	81
2022 Q2	$1.19M	Sell	13,191 -560	-4%	-$52.7K	0.08%	67
2022 Q1	$1.33M	Sell	13,751 -260	-2%	-$28K	0.07%	66
2021 Q4	$1.82M	Sell	14,011 -428	-3%	-$59.9K	0.1%	63
2021 Q3	$1.85M	Hold	14,439	–	–	0.11%	62
2021 Q2	$1.86M	Hold	14,439	–	–	0.11%	62
2021 Q1	$1.92M	Sell	14,439 -290	-2%	-$35.3K	0.12%	59
2020 Q4	$1.39M	Buy	14,729 +2,346	+19%	+$220K	0.09%	74
2020 Q3	$1.14M	Hold	12,383	–	–	0.15%	55
2020 Q2	$1.11M	Sell	12,383 -282	-2%	-$22.1K	0.16%	53
2020 Q1	$682K	Buy	12,665 +398	+3%	+$33.7K	0.12%	67
2019 Q4	$1.08M	Buy	12,267 +54	+0.4%	+$5.08K	0.14%	66
2019 Q3	$1.07M	Hold	12,213	–	–	0.16%	59
2019 Q2	$1.06M	Buy	12,213 +9,631	+373%	+$753K	0.16%	62
2019 Q1	$180K	Hold	2,582	–	–	0.03%	136
2018 Q4	$161K	Hold	2,582	–	–	0.03%	133
2018 Q3	$192K	Sell	2,582 -653	-20%	-$49.8K	0.04%	124
2018 Q2	$236K	Hold	3,235	–	–	0.09%	108
2018 Q1	$201K	Hold	3,235	–	–	0.08%	113
2017 Q4	$207K	Hold	3,235	–	–	0.09%	110
2017 Q3	$246K	Hold	3,235	–	–	0.12%	93
2017 Q2	$204K	Buy	+3,235	New	+$195K	0.11%	97
2017 Q1	–	Sell	-3,235	Closed	-$208K	–	96
2016 Q4	$208K	Sell	3,235 -2,399	-43%	-$135K	0.14%	81
2016 Q3	$301K	Sell	5,634 -23	-0.4%	-$1.3K	0.21%	68
2016 Q2	$277K	Hold	5,657	–	–	0.19%	73
2016 Q1	$290K	Hold	5,657	–	–	0.23%	63
2015 Q4	$306K	Sell	5,657 -327	-5%	-$18.7K	0.26%	56
2015 Q3	$355K	Hold	5,984	–	–	0.31%	49
2015 Q2	$395K	Sell	5,984 -17	-0.3%	-$1.21K	0.33%	56
2015 Q1	$414K	Buy	6,001 +2,000	+50%	+$130K	0.34%	54
2014 Q4	$266K	Sell	4,001 -2,975	-43%	-$165K	0.24%	75
2014 Q3	$324K	Hold	6,976	–	–	0.34%	55
2014 Q2	$363K	Hold	6,976	–	–	0.39%	48
2014 Q1	$326K	Sell	6,976 -144	-2%	-$6.73K	0.38%	48
2013 Q4	$335K	Buy	+7,120	New	+$349K	0.42%	48

Other funds holding KMX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Heritage Wealth Advisors's KMX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its CarMax (KMX) stake by 7.2% in Q1 2026, selling an estimated $21.9K and leaving 6,446 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #182.

Heritage Wealth Advisors first reported a position in KMX in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.92M in Q1 2021. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Heritage Wealth Advisors held 6,446 shares of CarMax worth $268K as of Q1 2026.
Heritage Wealth Advisors sold 500 CarMax shares in Q1 2026, an estimated $21.9K.
CarMax made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #182 holding.
Heritage Wealth Advisors first reported a position in CarMax in Q4 2013 and has held it in 49 quarters since.
Heritage Wealth Advisors's CarMax position peaked at $1.92M in Q1 2021.
547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.