Montag & Associates’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $313K | Hold |
7,526
| – | – | 0.01% | 362 |
|
|
2025
Q4 | $291K | Sell |
7,526
-2,501
| -25% | -$100K | 0.01% | 363 |
|
|
2025
Q3 | $450K | Sell |
10,027
-1,792
| -15% | -$107K | 0.02% | 317 |
|
|
2025
Q2 | $794K | Sell |
11,819
-880
| -7% | -$59.2K | 0.04% | 261 |
|
|
2025
Q1 | $990K | Sell |
12,699
-3,768
| -23% | -$302K | 0.05% | 242 |
|
|
2024
Q4 | $1.35M | Sell |
16,467
-15,532
| -49% | -$1.22M | 0.06% | 216 |
|
|
2024
Q3 | $2.48M | Sell |
31,999
-1,908
| -6% | -$151K | 0.12% | 160 |
|
|
2024
Q2 | $2.49M | Sell |
33,907
-12,828
| -27% | -$924K | 0.13% | 145 |
|
|
2024
Q1 | $4.07M | Buy |
46,735
+2,160
| +5% | +$163K | 0.2% | 111 |
|
|
2023
Q4 | $3.42M | Sell |
44,575
-5,410
| -11% | -$364K | 0.19% | 118 |
|
|
2023
Q3 | $3.54M | Buy |
49,985
+19,056
| +62% | +$1.56M | 0.22% | 98 |
|
|
2023
Q2 | $2.59M | Buy |
30,929
+8,520
| +38% | +$624K | 0.16% | 134 |
|
|
2023
Q1 | $1.44M | Buy |
22,409
+314
| +1% | +$21K | 0.09% | 167 |
|
|
2022
Q4 | $1.35M | Sell |
22,095
-10,567
| -32% | -$678K | 0.09% | 175 |
|
|
2022
Q3 | $2.16M | Sell |
32,662
-2,806
| -8% | -$256K | 0.15% | 133 |
|
|
2022
Q2 | $3.21M | Sell |
35,468
-17,235
| -33% | -$1.62M | 0.21% | 112 |
|
|
2022
Q1 | $5.08M | Buy |
52,703
+17,030
| +48% | +$1.83M | 0.27% | 102 |
|
|
2021
Q4 | $4.65M | Sell |
35,673
-2,900
| -8% | -$406K | 0.23% | 110 |
|
|
2021
Q3 | $4.94M | Buy |
38,573
+816
| +2% | +$109K | 0.27% | 101 |
|
|
2021
Q2 | $4.88M | Sell |
37,757
-1,428
| -4% | -$177K | 0.26% | 102 |
|
|
2021
Q1 | $5.2M | Buy |
39,185
+1,611
| +4% | +$196K | 0.29% | 95 |
|
|
2020
Q4 | $3.55M | Buy |
37,574
+4,514
| +14% | +$423K | 0.22% | 113 |
|
|
2020
Q3 | $3.04M | Sell |
33,060
-2,520
| -7% | -$252K | 0.25% | 105 |
|
|
2020
Q2 | $3.19M | Sell |
35,580
-25,904
| -42% | -$2.03M | 0.28% | 96 |
|
|
2020
Q1 | $3.31M | Sell |
61,484
-3,205
| -5% | -$271K | 0.33% | 83 |
|
|
2019
Q4 | $5.67M | Buy |
64,689
+1,800
| +3% | +$169K | 0.45% | 60 |
|
|
2019
Q3 | $5.53M | Buy |
62,889
+3,882
| +7% | +$333K | 0.48% | 55 |
|
|
2019
Q2 | $5.12M | Buy |
+59,007
| New | +$4.61M | 0.46% | 58 |
|
|
2018
Q4 | – | Sell |
-19,430
| Closed | -$1.45M | – | 306 |
|
|
2018
Q3 | $1.45M | Buy |
+19,430
| New | +$1.48M | 0.13% | 152 |
|
|
2015
Q2 | – | Sell |
-23,080
| Closed | -$1.59M | – | 252 |
|
|
2015
Q1 | $1.59M | Sell |
23,080
-74,528
| -76% | -$4.86M | 0.23% | 122 |
|
|
2014
Q4 | $6.5M | Sell |
97,608
-24,277
| -20% | -$1.35M | 0.98% | 26 |
|
|
2014
Q3 | $5.66M | Buy |
121,885
+2,400
| +2% | +$123K | 0.93% | 28 |
|
|
2014
Q2 | $6.21M | Buy |
119,485
+4,680
| +4% | +$213K | 1.01% | 23 |
|
|
2014
Q1 | $5.37M | Buy |
+114,805
| New | +$5.36M | 0.91% | 30 |
|
Other funds holding KMX
VPM
VCM
SV
SIM
Montag & Associates's KMX Position: Q1 2026 in Review
Montag & Associates held its CarMax (KMX) position steady in Q1 2026 at 7,526 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #362.
Montag & Associates first reported a position in KMX in Q1 2014 and has held it in 34 quarters since. The position peaked at $6.5M in Q4 2014. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.
- Montag & Associates held 7,526 shares of CarMax worth $313K as of Q1 2026.
- Montag & Associates left its CarMax share count unchanged in Q1 2026.
- CarMax made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #362 holding.
- Montag & Associates first reported a position in CarMax in Q1 2014 and has held it in 34 quarters since.
- Montag & Associates's CarMax position peaked at $6.5M in Q4 2014.
- 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.