Long Road Investment Counsel’s CarMax KMX Stock Holding History

Long Road Investment Counsel’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	$1.04M	Buy	25,080 +1,100	+5%	+$48.2K	0.41%	51
2025 Q4	$927K	Sell	23,980 -2,300	-9%	-$92K	0.35%	51
2025 Q3	$1.18M	Sell	26,280 -51,800	-66%	-$3.09M	0.42%	48
2025 Q2	$5.25M	Sell	78,080 -220	-0.3%	-$14.8K	1.96%	15
2025 Q1	$6.1M	Buy	78,300 +1,400	+2%	+$112K	2.37%	12
2024 Q4	$6.29M	Sell	76,900 -300	-0.4%	-$23.6K	2.56%	11
2024 Q3	$5.97M	Hold	77,200	–	–	2.38%	13
2024 Q2	$5.66M	Hold	77,200	–	–	2.46%	11
2024 Q1	$6.72M	Sell	77,200 -4,500	-6%	-$340K	2.82%	10
2023 Q4	$5.82M	Buy	81,700 +3,100	+4%	+$208K	2.41%	13
2023 Q3	$5.56M	Hold	78,600	–	–	2.7%	13
2023 Q2	$6.58M	Sell	78,600 -400	-0.5%	-$29.3K	3.06%	10
2023 Q1	$5.08M	Buy	79,000 +200	+0.3%	+$13.4K	2.45%	16
2022 Q4	$4.8M	Sell	78,800 -200	-0.3%	-$12.8K	2.38%	12
2022 Q3	$5.22M	Hold	79,000	–	–	2.86%	8
2022 Q2	$7.15M	Sell	79,000 -300	-0.4%	-$28.2K	3.67%	6
2022 Q1	$7.65M	Buy	79,300 +300	+0.4%	+$32.3K	3.44%	6
2021 Q4	$10.3M	Sell	79,000 -6,900	-8%	-$966K	4.08%	6
2021 Q3	$11M	Hold	85,900	–	–	4.84%	4
2021 Q2	$11.1M	Hold	85,900	–	–	4.84%	4
2021 Q1	$11.4M	Buy	85,900 +700	+0.8%	+$85.2K	5.14%	4
2020 Q4	$8.05M	Sell	85,200 -1,000	-1%	-$93.8K	3.91%	7
2020 Q3	$7.92M	Buy	86,200 +1,000	+1%	+$99.9K	4.47%	5
2020 Q2	$7.63M	Buy	85,200 +100	+0.1%	+$7.84K	4.5%	6
2020 Q1	$4.58M	Buy	85,100 +200	+0.2%	+$16.9K	3.28%	7
2019 Q4	$7.44M	Sell	84,900 -700	-0.8%	-$65.8K	4.4%	6
2019 Q3	$7.53M	Hold	85,600	–	–	4.38%	6
2019 Q2	$7.43M	Hold	85,600	–	–	4.38%	5
2019 Q1	$5.97M	Hold	85,600	–	–	3.66%	7
2018 Q4	$5.37M	Sell	85,600 -200	-0.2%	-$13.2K	4.11%	7
2018 Q3	$6.41M	Sell	85,800 -500	-0.6%	-$38.1K	4.26%	6
2018 Q2	$6.29M	Sell	86,300 -1,300	-1%	-$86.8K	4.46%	6
2018 Q1	$5.43M	Sell	87,600 -500	-0.6%	-$32.7K	3.79%	6
2017 Q4	$5.65M	Sell	88,100 -50	-0.1%	-$3.57K	3.91%	6
2017 Q3	$6.68M	Hold	88,150	–	–	4.76%	4
2017 Q2	$5.56M	Sell	88,150 -50	-0.1%	-$3.02K	4.09%	6
2017 Q1	$5.22M	Hold	88,200	–	–	3.85%	7
2016 Q4	$5.68M	Sell	88,200 -100	-0.1%	-$5.61K	4.37%	5
2016 Q3	$4.71M	Sell	88,300 -4,000	-4%	-$227K	3.64%	7
2016 Q2	$4.53M	Hold	92,300	–	–	3.55%	7
2016 Q1	$4.72M	Buy	92,300 +1,000	+1%	+$47.2K	3.71%	7
2015 Q4	$4.93M	Hold	91,300	–	–	4.05%	5
2015 Q3	$5.42M	Sell	91,300 -960	-1%	-$60.1K	4.62%	3
2015 Q2	$6.11M	Buy	92,260 +960	+1%	+$68.4K	4.98%	2
2015 Q1	$6.3M	Buy	91,300 +1,200	+1%	+$78.2K	5.34%	2
2014 Q4	$6M	Buy	+90,100	New	+$5M	5.4%	2

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

Long Road Investment Counsel's KMX Position: Q1 2026 in Review

Long Road Investment Counsel increased its CarMax (KMX) stake by 4.6% in Q1 2026, buying an estimated $48.2K and bringing the position to 25,080 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #51.

Long Road Investment Counsel first reported a position in KMX in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.4M in Q1 2021. 548 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Long Road Investment Counsel held 25,080 shares of CarMax worth $1.04M as of Q1 2026.
Long Road Investment Counsel bought 1,100 CarMax shares in Q1 2026, an estimated $48.2K.
CarMax made up 0.41% of Long Road Investment Counsel's portfolio in Q1 2026, its #51 holding.
Long Road Investment Counsel first reported a position in CarMax in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's CarMax position peaked at $11.4M in Q1 2021.
548 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.