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Pinnacle Wealth Planning Services’s CarMax KMX Stock Holding History

Pinnacle Wealth Planning Services’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 		$161K Buy
3,880
+490
+14% +$21.5K 0.02% 557
2025
Q4 		$131K Buy
+3,390
New +$136K 0.01% 645
2021
Q1 		– Sell
-426
Closed -$41K – 1193
2020
Q4 		$41K Buy
+426
New +$39.9K 0.01% 881

Other funds holding KMX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
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

Pinnacle Wealth Planning Services's KMX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CarMax (KMX) stake by 14% in Q1 2026, buying an estimated $21.5K and bringing the position to 3,880 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #557.

Pinnacle Wealth Planning Services first reported a position in KMX in Q4 2020 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,880 shares of CarMax worth $161K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 490 CarMax shares in Q1 2026, an estimated $21.5K.
  • CarMax made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #557 holding.
  • Pinnacle Wealth Planning Services first reported a position in CarMax in Q4 2020 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.