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Independence Wealth Advisors (Ohio)’s CarMax KMX Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-6,520
Closed -$252K – 94
2025
Q4 		$252K Buy
+6,520
New +$261K 0.14% 74

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Independence Wealth Advisors (Ohio)'s KMX Position: Q1 2026 in Review

Independence Wealth Advisors (Ohio) sold out of CarMax (KMX) in Q1 2026, closing a stake of 6,520 shares — an estimated $252K sold.

Independence Wealth Advisors (Ohio) first reported a position in KMX in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 549 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 6,520 CarMax shares in Q1 2026, an estimated $252K.
  • Independence Wealth Advisors (Ohio) first reported a position in CarMax in Q4 2025 and held it in 1 quarter.
  • Independence Wealth Advisors (Ohio)'s CarMax position peaked at $252K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.