Next Level Wealth Planning’s CarMax KMX Stock Holding History

Next Level 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 Q3	$8.27K	Buy	+150	New	+$8.74K	﹤0.01%	350

Other funds holding KMX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Endure Capital Management Austin, Texas $304M AUM

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Next Level Wealth Planning's KMX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in CarMax (KMX) in Q3 2026: 150 shares worth $8.27K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

263 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

Next Level Wealth Planning held 150 shares of CarMax worth $8.27K as of Q3 2026.
CarMax was a new Next Level Wealth Planning position in Q3 2026.
CarMax made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #350 holding.
263 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.