HM Payson & Co’s CarMax KMX Stock Holding History

HM Payson & Co’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	-3,800	Closed	-$171K	–	1180
2025 Q3	$171K	Buy	+3,800	New	+$227K	﹤0.01%	464
2024 Q4	–	Sell	-7	Closed	-$542	–	1095
2024 Q3	$542	Buy	+7	New	+$554	﹤0.01%	1065
2022 Q2	–	Sell	-119	Closed	-$11K	–	1092
2022 Q1	$11K	Buy	119 +19	+19%	+$2.04K	﹤0.01%	829
2021 Q4	$13K	Sell	100 -400	-80%	-$56K	﹤0.01%	829
2021 Q3	$64K	Sell	500 -200	-29%	-$26.6K	﹤0.01%	558
2021 Q2	$90K	Hold	700	–	–	﹤0.01%	494
2021 Q1	$93K	Hold	700	–	–	﹤0.01%	493
2020 Q4	$66K	Buy	700 +100	+17%	+$9.38K	﹤0.01%	553
2020 Q3	$55K	Buy	600 +500	+500%	+$49.9K	﹤0.01%	548
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	759
2020 Q1	$5K	Sell	100 -800	-89%	-$67.7K	﹤0.01%	807
2019 Q4	$79K	Buy	900 +300	+50%	+$28.2K	﹤0.01%	508
2019 Q3	$53K	Hold	600	–	–	﹤0.01%	590
2019 Q2	$52K	Buy	+600	New	+$46.9K	﹤0.01%	593

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

HM Payson & Co's KMX Position: Q4 2025 in Review

HM Payson & Co sold out of CarMax (KMX) in Q4 2025, closing a stake of 3,800 shares — an estimated $171K sold.

HM Payson & Co first reported a position in KMX in Q2 2019 and held it in 14 quarters. The position peaked at $171K in Q3 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

HM Payson & Co reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 3,800 CarMax shares in Q4 2025, an estimated $171K.
HM Payson & Co first reported a position in CarMax in Q2 2019 and held it in 14 quarters.
HM Payson & Co's CarMax position peaked at $171K in Q3 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.