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Marks Group Wealth Management’s CarMax KMX Stock Holding History

Marks Group 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
2025
Q2 		– Sell
-3,442
Closed -$268K – 304
2025
Q1 		$268K Hold
3,442
– – 0.03% 280
2024
Q4 		$281K Hold
3,442
– – 0.03% 262
2024
Q3 		$266K Sell
3,442
-168
-5% -$13.3K 0.03% 267
2024
Q2 		$265K Sell
3,610
-421
-10% -$30.3K 0.03% 271
2024
Q1 		$351K Sell
4,031
-28
-0.7% -$2.12K 0.04% 248
2023
Q4 		$311K Hold
4,059
– – 0.04% 256
2023
Q3 		$287K Hold
4,059
– – 0.04% 245
2023
Q2 		$340K Hold
4,059
– – 0.04% 239
2023
Q1 		$261K Buy
4,059
+96
+2% +$6.42K 0.03% 257
2022
Q4 		$241K Buy
3,963
+73
+2% +$4.69K 0.03% 255
2022
Q3 		$257K Buy
3,890
+91
+2% +$8.32K 0.04% 246
2022
Q2 		$344K Sell
3,799
-7,529
-66% -$708K 0.05% 234
2022
Q1 		$1.09M Buy
11,328
+1,287
+13% +$138K 0.14% 160
2021
Q4 		$1.31M Buy
10,041
+234
+2% +$32.8K 0.16% 142
2021
Q3 		$1.26M Buy
9,807
+6,148
+168% +$818K 0.17% 136
2021
Q2 		$473K Sell
3,659
-60
-2% -$7.42K 0.06% 187
2021
Q1 		$493K Sell
3,719
-124
-3% -$15.1K 0.07% 176
2020
Q4 		$363K Sell
3,843
-243
-6% -$22.8K 0.06% 194
2020
Q3 		$376K Sell
4,086
-278
-6% -$27.8K 0.07% 185
2020
Q2 		$391K Buy
4,364
+396
+10% +$31K 0.08% 176
2020
Q1 		$214K Sell
3,968
-33
-0.8% -$2.79K 0.06% 203
2019
Q4 		$351K Buy
+4,001
New +$376K 0.07% 191

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marks Group Wealth Management's KMX Position: Q2 2025 in Review

Marks Group Wealth Management sold out of CarMax (KMX) in Q2 2025, closing a stake of 3,442 shares — an estimated $268K sold.

Marks Group Wealth Management first reported a position in KMX in Q4 2019 and held it in 22 quarters. The position peaked at $1.31M in Q4 2021. 731 funds tracked by Wall St. Rank hold KMX as of Q2 2025.

  • Marks Group Wealth Management reported no remaining CarMax position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,442 CarMax shares in Q2 2025, an estimated $268K.
  • Marks Group Wealth Management first reported a position in CarMax in Q4 2019 and held it in 22 quarters.
  • Marks Group Wealth Management's CarMax position peaked at $1.31M in Q4 2021.
  • 731 funds tracked by Wall St. Rank held CarMax as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.