Meriwether Wealth & Planning’s CarMax KMX Stock Holding History

Meriwether Wealth & Planning’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 Q3	$165	Buy	+3	New	+$175	﹤0.01%	858
2026 Q1	–	Sell	-22,295	Closed	-$861K	–	131
2025 Q4	$861K	Buy	22,295 +8,301	+59%	+$332K	0.49%	42
2025 Q3	$628K	Sell	13,994 -3,144	-18%	-$188K	0.36%	54
2025 Q2	$1.15M	Buy	17,138 +1,255	+8%	+$84.4K	0.72%	26
2025 Q1	$1.24M	Buy	15,883 +1,993	+14%	+$160K	0.81%	26
2024 Q4	$1.14M	Buy	+13,890	New	+$1.09M	0.81%	25

Other funds holding KMX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Meriwether Wealth & Planning's KMX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in CarMax (KMX) in Q3 2026: 3 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in KMX as recently as Q4 2025.

Meriwether Wealth & Planning first reported a position in KMX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2025. 25 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

Meriwether Wealth & Planning held 3 shares of CarMax worth $165 as of Q3 2026.
CarMax was a new Meriwether Wealth & Planning position in Q3 2026.
CarMax made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #858 holding.
Meriwether Wealth & Planning first reported a position in CarMax in Q4 2024 and has held it in 6 quarters since.
Meriwether Wealth & Planning's CarMax position peaked at $1.24M in Q1 2025.
25 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.