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Institute for Wealth Management’s CarMax KMX Stock Holding History

Institute for Wealth Management’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
Q2 		$10.6K Buy
+200
New +$8.7K ﹤0.01% 1305
2025
Q4 		– Sell
-5,179
Closed -$232K – 570
2025
Q3 		$232K Buy
5,179
+365
+8% +$21.8K 0.02% 515
2025
Q2 		$324K Buy
+4,814
New +$324K 0.04% 413

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Institute for Wealth Management's KMX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in CarMax (KMX) in Q2 2026: 200 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KMX as recently as Q3 2025.

Institute for Wealth Management first reported a position in KMX in Q2 2025 and has held it in 3 quarters since. The position peaked at $324K in Q2 2025. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Institute for Wealth Management held 200 shares of CarMax worth $10.6K as of Q2 2026.
  • CarMax was a new Institute for Wealth Management position in Q2 2026.
  • CarMax made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1305 holding.
  • Institute for Wealth Management first reported a position in CarMax in Q2 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's CarMax position peaked at $324K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.