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Mount Yale Investment Advisors’s CarMax KMX Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-133
Closed -$8.94K – 1167
2025
Q2 		$8.94K Buy
+133
New +$8.95K ﹤0.01% 1157
2024
Q4 		– Sell
-13,036
Closed -$1.01M – 592
2024
Q3 		$1.01M Sell
13,036
-4,015
-24% -$317K 0.1% 196
2024
Q2 		$1.25M Sell
17,051
-226
-1% -$16.3K 0.1% 180
2024
Q1 		$1.5M Buy
17,277
+792
+5% +$59.9K 0.12% 165
2023
Q4 		$1.27M Sell
16,485
-321
-2% -$21.6K 0.12% 174
2023
Q3 		$1.19M Buy
16,806
+614
+4% +$50.3K 0.13% 163
2023
Q2 		$1.36M Sell
16,192
-981
-6% -$71.8K 0.14% 149
2023
Q1 		$1.1M Buy
17,173
+7,008
+69% +$469K 0.12% 167
2022
Q4 		$619K Sell
10,165
-1,948
-16% -$125K 0.07% 255
2022
Q3 		$800K Buy
12,113
+363
+3% +$33.2K 0.11% 202
2022
Q2 		$1.06M Buy
+11,750
New +$1.1M 0.13% 167

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mount Yale Investment Advisors's KMX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of CarMax (KMX) in Q3 2025, closing a stake of 133 shares — an estimated $8.94K sold.

Mount Yale Investment Advisors first reported a position in KMX in Q2 2022 and held it in 11 quarters. The position peaked at $1.5M in Q1 2024. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 133 CarMax shares in Q3 2025, an estimated $8.94K.
  • Mount Yale Investment Advisors first reported a position in CarMax in Q2 2022 and held it in 11 quarters.
  • Mount Yale Investment Advisors's CarMax position peaked at $1.5M in Q1 2024.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.