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Mowery & Schoenfeld Wealth Management’s CarMax KMX Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-25
Closed -$1.68K – 394
2025
Q2 		$1.68K Hold
25
– – ﹤0.01% 334
2025
Q1 		$1.95K Sell
25
-3
-11% -$241 ﹤0.01% 388
2024
Q4 		$2.29K Buy
+28
New +$2.2K ﹤0.01% 388

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

Mowery & Schoenfeld Wealth Management's KMX Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of CarMax (KMX) in Q3 2025, closing a stake of 25 shares — an estimated $1.68K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KMX in Q4 2024 and held it in 3 quarters. The position peaked at $2.29K in Q4 2024. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 25 CarMax shares in Q3 2025, an estimated $1.68K.
  • Mowery & Schoenfeld Wealth Management first reported a position in CarMax in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's CarMax position peaked at $2.29K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.