Lountzis Asset Management’s CarMax KMX Stock Holding History

Lountzis Asset 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 Q1	–	Sell	-5,597	Closed	-$458K	–	54
2024 Q4	$458K	Hold	5,597	–	–	0.19%	35
2024 Q3	$433K	Hold	5,597	–	–	0.18%	38
2024 Q2	$410K	Hold	5,597	–	–	0.19%	34
2024 Q1	$488K	Hold	5,597	–	–	0.23%	30
2023 Q4	$430K	Hold	5,597	–	–	0.23%	31
2023 Q3	$396K	Hold	5,597	–	–	0.22%	30
2023 Q2	$478K	Hold	5,597	–	–	0.26%	29
2023 Q1	$360K	Buy	+5,597	New	+$375K	0.21%	36

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

Lountzis Asset Management's KMX Position: Q1 2025 in Review

Lountzis Asset Management sold out of CarMax (KMX) in Q1 2025, closing a stake of 5,597 shares — an estimated $458K sold.

Lountzis Asset Management first reported a position in KMX in Q1 2023 and held it in 8 quarters. The position peaked at $488K in Q1 2024. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

Lountzis Asset Management reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
Lountzis Asset Management sold 5,597 CarMax shares in Q1 2025, an estimated $458K.
Lountzis Asset Management first reported a position in CarMax in Q1 2023 and held it in 8 quarters.
Lountzis Asset Management's CarMax position peaked at $488K in Q1 2024.
753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Lountzis Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.