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Orion Portfolio Solutions’s CarMax KMX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.66M Buy
21,341
+2,354
+12% +$189K 0.02% 806
2024
Q4 		$1.55M Buy
18,987
+731
+4% +$57.4K 0.02% 815
2024
Q3 		$1.41M Sell
18,256
-18,996
-51% -$1.5M 0.01% 866
2024
Q2 		$2.73M Sell
37,252
-779
-2% -$56.1K 0.03% 508
2024
Q1 		$3.31M Buy
38,031
+1,864
+5% +$141K 0.04% 440
2023
Q4 		$2.64M Sell
36,167
-5,454
-13% -$367K 0.03% 504
2023
Q3 		$2.94M Sell
41,621
-4,707
-10% -$385K 0.04% 454
2023
Q2 		$3.88M Sell
46,328
-1,032
-2% -$75.6K 0.04% 393
2023
Q1 		$3.04M Buy
47,360
+39,332
+490% +$2.63M 0.04% 422
2022
Q4 		$489K Buy
8,028
+644
+9% +$41.3K 0.02% 502
2022
Q3 		$487K Buy
7,384
+529
+8% +$48.3K 0.02% 426
2022
Q2 		$620K Sell
6,855
-1,118
-14% -$105K 0.02% 350
2022
Q1 		$769K Buy
7,973
+927
+13% +$99.7K 0.03% 313
2021
Q4 		$918K Buy
7,046
+835
+13% +$117K 0.03% 289
2021
Q3 		$795K Buy
6,211
+1,568
+34% +$209K 0.03% 294
2021
Q2 		$600K Buy
4,643
+1,501
+48% +$186K 0.02% 322
2021
Q1 		$417K Buy
3,142
+336
+12% +$40.9K 0.02% 359
2020
Q4 		$265K Buy
+2,806
New +$263K 0.01% 419
2020
Q3 		– Sell
-464
Closed -$42K – 1308
2020
Q2 		$42K Buy
464
+284
+158% +$22.3K ﹤0.01% 750
2020
Q1 		$10K Sell
180
-40
-18% -$3.38K ﹤0.01% 1069
2019
Q4 		$19K Buy
+220
New +$20.7K ﹤0.01% 785

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Orion Portfolio Solutions's KMX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its CarMax (KMX) stake by 12% in Q1 2025, buying an estimated $189K and bringing the position to 21,341 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #806.

Orion Portfolio Solutions first reported a position in KMX in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.88M in Q2 2023. 754 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

  • Orion Portfolio Solutions held 21,341 shares of CarMax worth $1.66M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,354 CarMax shares in Q1 2025, an estimated $189K.
  • CarMax made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #806 holding.
  • Orion Portfolio Solutions first reported a position in CarMax in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's CarMax position peaked at $3.88M in Q2 2023.
  • 754 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.