IWC
KMX icon

Integrated Wealth Concepts’s CarMax KMX Stock Holding History

Integrated Wealth Concepts’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 		$1.45M Sell
27,344
-7,521
-22% -$327K 0.01% 1130
2026
Q1 		$1.45M Buy
34,865
+22,298
+177% +$976K 0.01% 910
2025
Q4 		$486K Buy
12,567
+1,209
+11% +$48.3K 0.01% 1111
2025
Q3 		$510K Sell
11,358
-5,375
-32% -$321K ﹤0.01% 1331
2025
Q2 		$1.12M Buy
+16,733
New +$1.13M 0.01% 861

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

Integrated Wealth Concepts's KMX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CarMax (KMX) stake by 22% in Q2 2026, selling an estimated $327K and leaving 27,344 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1130.

Integrated Wealth Concepts first reported a position in KMX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2026. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Integrated Wealth Concepts held 27,344 shares of CarMax worth $1.45M as of Q2 2026.
  • Integrated Wealth Concepts sold 7,521 CarMax shares in Q2 2026, an estimated $327K.
  • CarMax made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1130 holding.
  • Integrated Wealth Concepts first reported a position in CarMax in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's CarMax position peaked at $1.45M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.