Marietta Wealth Management’s CarMax KMX Stock Holding History

Marietta Wealth 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
2024 Q3	–	Sell	-4,100	Closed	-$301K	–	111
2024 Q2	$301K	Hold	4,100	–	–	0.05%	102
2024 Q1	$357K	Hold	4,100	–	–	0.06%	97
2023 Q4	$315K	Hold	4,100	–	–	0.06%	100
2023 Q3	$290K	Hold	4,100	–	–	0.06%	97
2023 Q2	$343K	Hold	4,100	–	–	0.06%	101
2023 Q1	$264K	Hold	4,100	–	–	0.06%	103
2022 Q4	$250K	Hold	4,100	–	–	0.06%	104
2022 Q3	$271K	Hold	4,100	–	–	0.07%	97
2022 Q2	$371K	Hold	4,100	–	–	0.09%	93
2022 Q1	$396K	Hold	4,100	–	–	0.08%	94
2021 Q4	$534K	Hold	4,100	–	–	0.11%	97
2021 Q3	$525K	Hold	4,100	–	–	0.11%	95
2021 Q2	$530K	Hold	4,100	–	–	0.12%	97
2021 Q1	$544K	Hold	4,100	–	–	0.14%	97
2020 Q4	$387K	Hold	4,100	–	–	0.11%	98
2020 Q3	$377K	Hold	4,100	–	–	0.12%	92
2020 Q2	$367K	Hold	4,100	–	–	0.13%	95
2020 Q1	$221K	Hold	4,100	–	–	0.09%	102
2019 Q4	$359K	Hold	4,100	–	–	0.12%	102
2019 Q3	$361K	Hold	4,100	–	–	0.13%	103
2019 Q2	$356K	Hold	4,100	–	–	0.14%	101
2019 Q1	$286K	Hold	4,100	–	–	0.12%	108
2018 Q4	$257K	Hold	4,100	–	–	0.12%	109
2018 Q3	$306K	Hold	4,100	–	–	0.14%	114
2018 Q2	$299K	Buy	+4,100	New	+$274K	0.15%	112

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Marietta Wealth Management's KMX Position: Q3 2024 in Review

Marietta Wealth Management sold out of CarMax (KMX) in Q3 2024, closing a stake of 4,100 shares — an estimated $301K sold.

Marietta Wealth Management first reported a position in KMX in Q2 2018 and held it in 25 quarters. The position peaked at $544K in Q1 2021. 741 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

Marietta Wealth Management reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
Marietta Wealth Management sold 4,100 CarMax shares in Q3 2024, an estimated $301K.
Marietta Wealth Management first reported a position in CarMax in Q2 2018 and held it in 25 quarters.
Marietta Wealth Management's CarMax position peaked at $544K in Q1 2021.
741 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Marietta Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.