Perigon Wealth Management’s CarMax KMX Stock Holding History

Perigon 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 Q4	–	Sell	-4,844	Closed	-$217K	–	1343
2025 Q3	$217K	Buy	+4,844	New	+$289K	﹤0.01%	1116

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Perigon Wealth Management's KMX Position: Q4 2025 in Review

Perigon Wealth Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 4,844 shares — an estimated $217K sold.

Perigon Wealth Management first reported a position in KMX in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Perigon Wealth Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 4,844 CarMax shares in Q4 2025, an estimated $217K.
Perigon Wealth Management first reported a position in CarMax in Q3 2025 and held it in 1 quarter.
Perigon Wealth Management's CarMax position peaked at $217K in Q3 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.