Inkwell Capital’s CarMax KMX Stock Holding History

Inkwell Capital’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	$2.66M	Sell	63,906 -179	-0.3%	-$7.84K	2.71%	20
2025 Q4	$2.48M	Sell	64,085 -430	-0.7%	-$17.2K	2.52%	18
2025 Q3	$2.89M	Buy	64,515 +16,804	+35%	+$1M	2.95%	19
2025 Q2	$3.21M	Sell	47,711 -410	-0.9%	-$27.6K	3.43%	15
2025 Q1	$3.75M	Buy	48,121 +1,290	+3%	+$103K	4.1%	8
2024 Q4	$3.83M	Buy	+46,831	New	+$3.68M	4.09%	9

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

Inkwell Capital's KMX Position: Q1 2026 in Review

Inkwell Capital reduced its CarMax (KMX) stake by 0.28% in Q1 2026, selling an estimated $7.84K and leaving 63,906 shares worth $2.66M. The position accounts for 2.71% of the portfolio, ranked #20.

Inkwell Capital first reported a position in KMX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.83M in Q4 2024. 548 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Inkwell Capital held 63,906 shares of CarMax worth $2.66M as of Q1 2026.
Inkwell Capital sold 179 CarMax shares in Q1 2026, an estimated $7.84K.
CarMax made up 2.71% of Inkwell Capital's portfolio in Q1 2026, its #20 holding.
Inkwell Capital first reported a position in CarMax in Q4 2024 and has held it in 6 quarters since.
Inkwell Capital's CarMax position peaked at $3.83M in Q4 2024.
548 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Inkwell Capital's 13F filing for Q1 2026, filed 15 May 2026.