Jacobi Capital Management’s CarMax KMX Stock Holding History

Jacobi Capital 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
2025 Q4	–	Sell	-5,196	Closed	-$233K	–	616
2025 Q3	$233K	Buy	+5,196	New	+$310K	0.01%	562
2022 Q3	–	Sell	-3,000	Closed	-$271K	–	407
2022 Q2	$271K	Hold	3,000	–	–	0.04%	352
2022 Q1	$289K	Hold	3,000	–	–	0.03%	349
2021 Q4	$391K	Hold	3,000	–	–	0.05%	313
2021 Q3	$384K	Sell	3,000 -330	-10%	-$43.9K	0.05%	297
2021 Q2	$430K	Hold	3,330	–	–	0.06%	262
2021 Q1	$442K	Sell	3,330 -134	-4%	-$16.3K	0.07%	238
2020 Q4	$327K	Buy	3,464 +312	+10%	+$29.3K	0.05%	261
2020 Q3	$290K	Hold	3,152	–	–	0.05%	255
2020 Q2	$282K	Sell	3,152 -148	-4%	-$11.6K	0.05%	252
2020 Q1	$178K	Hold	3,300	–	–	0.04%	267
2019 Q4	$289K	Hold	3,300	–	–	0.05%	245
2019 Q3	$290K	Hold	3,300	–	–	0.06%	241
2019 Q2	$287K	Hold	3,300	–	–	0.06%	239
2019 Q1	$230K	Hold	3,300	–	–	0.06%	211
2018 Q4	$207K	Hold	3,300	–	–	0.06%	214
2018 Q3	$246K	Hold	3,300	–	–	0.07%	187
2018 Q2	$240K	Hold	3,300	–	–	0.07%	172
2018 Q1	$198K	Buy	+3,300	New	+$216K	0.06%	182

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

Jacobi Capital Management's KMX Position: Q4 2025 in Review

Jacobi Capital Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 5,196 shares — an estimated $233K sold.

Jacobi Capital Management first reported a position in KMX in Q1 2018 and held it in 19 quarters. The position peaked at $442K in Q1 2021. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Jacobi Capital Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Jacobi Capital Management sold 5,196 CarMax shares in Q4 2025, an estimated $233K.
Jacobi Capital Management first reported a position in CarMax in Q1 2018 and held it in 19 quarters.
Jacobi Capital Management's CarMax position peaked at $442K in Q1 2021.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Jacobi Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.