Icon Wealth Advisors’s CarMax KMX Stock Holding History

Icon 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
2025 Q4	–	Sell	-7,524	Closed	-$338K	–	471
2025 Q3	$338K	Buy	7,524 +1,289	+21%	+$77K	0.02%	301
2025 Q2	$419K	Sell	6,235 -2,320	-27%	-$156K	0.03%	268
2025 Q1	$667K	Buy	8,555 +483	+6%	+$38.7K	0.05%	187
2024 Q4	$660K	Buy	8,072 +506	+7%	+$39.7K	0.05%	184
2024 Q3	$585K	Buy	7,566 +359	+5%	+$28.4K	0.05%	193
2024 Q2	$609K	Buy	7,207 +1,980	+38%	+$143K	0.05%	184
2024 Q1	$455K	Buy	5,227 +1,692	+48%	+$128K	0.04%	223
2023 Q4	$271K	Buy	+3,535	New	+$238K	0.03%	278

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

Icon Wealth Advisors's KMX Position: Q4 2025 in Review

Icon Wealth Advisors sold out of CarMax (KMX) in Q4 2025, closing a stake of 7,524 shares — an estimated $338K sold.

Icon Wealth Advisors first reported a position in KMX in Q4 2023 and held it in 8 quarters. The position peaked at $667K in Q1 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Icon Wealth Advisors reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 7,524 CarMax shares in Q4 2025, an estimated $338K.
Icon Wealth Advisors first reported a position in CarMax in Q4 2023 and held it in 8 quarters.
Icon Wealth Advisors's CarMax position peaked at $667K in Q1 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.