LifePlan Financial’s CarMax KMX Stock Holding History

LifePlan Financial’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 Q1	–	Sell	-4,601	Closed	-$376K	–	92
2024 Q4	$376K	Hold	4,601	–	–	0.33%	72
2024 Q3	$356K	Sell	4,601 -500	-10%	-$39.5K	0.31%	79
2024 Q2	$374K	Sell	5,101 -3,352	-40%	-$242K	0.34%	74
2024 Q1	$736K	Buy	8,453 +1,544	+22%	+$117K	0.67%	48
2023 Q4	$530K	Buy	+6,909	New	+$464K	0.53%	58

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

LifePlan Financial's KMX Position: Q1 2025 in Review

LifePlan Financial sold out of CarMax (KMX) in Q1 2025, closing a stake of 4,601 shares — an estimated $376K sold.

LifePlan Financial first reported a position in KMX in Q4 2023 and held it in 5 quarters. The position peaked at $736K in Q1 2024. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

LifePlan Financial reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
LifePlan Financial sold 4,601 CarMax shares in Q1 2025, an estimated $376K.
LifePlan Financial first reported a position in CarMax in Q4 2023 and held it in 5 quarters.
LifePlan Financial's CarMax position peaked at $736K in Q1 2024.
753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on LifePlan Financial's 13F filing for Q1 2025, filed 25 Apr 2025.