Merit Financial Group’s CarMax KMX Stock Holding History

Merit Financial Group’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 Q2	$1.46M	Sell	27,571 -9,380	-25%	-$408K	0.01%	884
2026 Q1	$1.54M	Buy	36,951 +19,860	+116%	+$869K	0.01%	796
2025 Q4	$660K	Buy	17,091 +3,744	+28%	+$150K	0.01%	1132
2025 Q3	$599K	Sell	13,347 -17,426	-57%	-$1.04M	0.01%	1075
2025 Q2	$2.07M	Buy	30,773 +17,644	+134%	+$1.19M	0.02%	509
2025 Q1	$1.02M	Buy	13,129 +5,796	+79%	+$465K	0.02%	645
2024 Q4	$600K	Buy	+7,333	New	+$576K	0.01%	662

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Merit Financial Group's KMX Position: Q2 2026 in Review

Merit Financial Group reduced its CarMax (KMX) stake by 25% in Q2 2026, selling an estimated $408K and leaving 27,571 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #884.

Merit Financial Group first reported a position in KMX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q2 2025. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Merit Financial Group held 27,571 shares of CarMax worth $1.46M as of Q2 2026.
Merit Financial Group sold 9,380 CarMax shares in Q2 2026, an estimated $408K.
CarMax made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #884 holding.
Merit Financial Group first reported a position in CarMax in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's CarMax position peaked at $2.07M in Q2 2025.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.