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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Meriwether Wealth & Planning's KMX Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of CarMax (KMX) in Q1 2026, closing a stake of 22,295 shares — an estimated $861K sold.

Meriwether Wealth & Planning first reported a position in KMX in Q4 2024 and held it in 5 quarters. The position peaked at $1.24M in Q1 2025. 550 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Meriwether Wealth & Planning reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 22,295 CarMax shares in Q1 2026, an estimated $861K.
  • Meriwether Wealth & Planning first reported a position in CarMax in Q4 2024 and held it in 5 quarters.
  • Meriwether Wealth & Planning's CarMax position peaked at $1.24M in Q1 2025.
  • 550 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.