Needham Investment Management’s CarMax KMX Stock Holding History

Needham Investment 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
2026 Q1	$5.34M	Sell	128,500 -1,000	-0.8%	-$43.8K	0.27%	91
2025 Q4	$5M	Hold	129,500	–	–	0.32%	82
2025 Q3	$5.81M	Sell	129,500 -3,000	-2%	-$179K	0.41%	69
2025 Q2	$8.91M	Sell	132,500 -5,000	-4%	-$336K	0.71%	47
2025 Q1	$10.7M	Sell	137,500 -5,000	-4%	-$401K	1%	35
2024 Q4	$11.7M	Sell	142,500 -4,500	-3%	-$353K	0.9%	39
2024 Q3	$11.4M	Sell	147,000 -4,000	-3%	-$316K	0.87%	40
2024 Q2	$11.1M	Buy	151,000 +18,750	+14%	+$1.35M	0.91%	36
2024 Q1	$11.5M	Buy	132,250 +9,250	+8%	+$700K	1.07%	25
2023 Q4	$9.44M	Buy	123,000 +29,000	+31%	+$1.95M	1.19%	25
2023 Q3	$6.65M	Buy	94,000 +5,000	+6%	+$409K	1.13%	27
2023 Q2	$7.45M	Hold	89,000	–	–	1.23%	24
2023 Q1	$5.72M	Sell	89,000 -10,000	-10%	-$669K	0.99%	30
2022 Q4	$6.03M	Buy	99,000 +10,000	+11%	+$642K	1.09%	31
2022 Q3	$5.88M	Buy	89,000 +500	+0.6%	+$45.7K	1.15%	34
2022 Q2	$8.01M	Sell	88,500 -1,000	-1%	-$94K	1.5%	22
2022 Q1	$8.63M	Hold	89,500	–	–	1.25%	24
2021 Q4	$11.7M	Hold	89,500	–	–	1.46%	21
2021 Q3	$11.5M	Hold	89,500	–	–	1.53%	22
2021 Q2	$11.6M	Sell	89,500 -1,000	-1%	-$124K	1.69%	20
2021 Q1	$12M	Sell	90,500 -500	-0.5%	-$60.9K	1.64%	18
2020 Q4	$8.6M	Sell	91,000 -2,000	-2%	-$188K	1.44%	23
2020 Q3	$8.55M	Sell	93,000 -7,500	-7%	-$749K	1.71%	17
2020 Q2	$9M	Sell	100,500 -2,500	-2%	-$196K	1.92%	15
2020 Q1	$5.54M	Hold	103,000	–	–	1.57%	18
2019 Q4	$9.03M	Hold	103,000	–	–	2.46%	13
2019 Q3	$9.06M	Hold	103,000	–	–	2.91%	10
2019 Q2	$8.94M	Sell	103,000 -2,500	-2%	-$196K	2.95%	10
2019 Q1	$7.36M	Hold	105,500	–	–	2.5%	15
2018 Q4	$6.62M	Sell	105,500 -2,000	-2%	-$132K	2.48%	15
2018 Q3	$8.03M	Sell	107,500 -500	-0.5%	-$38.1K	2.42%	14
2018 Q2	$7.87M	Sell	108,000 -3,000	-3%	-$200K	2.21%	16
2018 Q1	$6.88M	Hold	111,000	–	–	1.96%	19
2017 Q4	$7.12M	Sell	111,000 -3,000	-3%	-$214K	1.89%	19
2017 Q3	$8.64M	Sell	114,000 -6,500	-5%	-$433K	2.19%	16
2017 Q2	$7.6M	Sell	120,500 -3,500	-3%	-$211K	2.02%	16
2017 Q1	$7.34M	Sell	124,000 -2,500	-2%	-$162K	1.89%	19
2016 Q4	$8.14M	Sell	126,500 -3,000	-2%	-$168K	2.08%	18
2016 Q3	$6.91M	Sell	129,500 -5,000	-4%	-$283K	1.82%	19
2016 Q2	$6.59M	Sell	134,500 -500	-0.4%	-$25.7K	1.82%	20
2016 Q1	$6.9M	Hold	135,000	–	–	1.8%	21
2015 Q4	$7.29M	Hold	135,000	–	–	1.81%	19
2015 Q3	$8.01M	Hold	135,000	–	–	2.01%	17
2015 Q2	$8.94M	Hold	135,000	–	–	1.94%	17
2015 Q1	$9.32M	Hold	135,000	–	–	1.98%	17
2014 Q4	$8.99M	Sell	135,000 -27,500	-17%	-$1.52M	1.89%	16
2014 Q3	$7.55M	Sell	162,500 -15,000	-8%	-$768K	1.67%	19
2014 Q2	$9.23M	Hold	177,500	–	–	1.93%	18
2014 Q1	$8.31M	Hold	177,500	–	–	1.76%	20
2013 Q4	$8.35M	Hold	177,500	–	–	1.73%	21
2013 Q3	$8.6M	Hold	177,500	–	–	1.92%	18
2013 Q2	$8.19M	Buy	+177,500	New	+$8.06M	1.91%	19

Other funds holding KMX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return