OPWM
KMX icon

Oregon Pacific Wealth Management’s CarMax KMX Stock Holding History

Oregon Pacific 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
2026
Q1 		– Sell
-10,750
Closed -$415K – 119
2025
Q4 		$415K Buy
10,750
+2,708
+34% +$108K 0.43% 57
2025
Q3 		$361K Buy
8,042
+574
+8% +$34.3K 0.31% 80
2025
Q2 		$502K Buy
7,468
+1,112
+17% +$74.8K 0.48% 52
2025
Q1 		$495K Buy
6,356
+521
+9% +$41.8K 0.49% 54
2024
Q4 		$477K Buy
+5,835
New +$458K 0.47% 57

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Oregon Pacific Wealth Management's KMX Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of CarMax (KMX) in Q1 2026, closing a stake of 10,750 shares — an estimated $415K sold.

Oregon Pacific Wealth Management first reported a position in KMX in Q4 2024 and held it in 5 quarters. The position peaked at $502K in Q2 2025. 550 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining CarMax position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 10,750 CarMax shares in Q1 2026, an estimated $415K.
  • Oregon Pacific Wealth Management first reported a position in CarMax in Q4 2024 and held it in 5 quarters.
  • Oregon Pacific Wealth Management's CarMax position peaked at $502K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.