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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
Q2 		$132K Sell
2,504
-1,376
-35% -$59.9K 0.01% 725
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's KMX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CarMax (KMX) stake by 35% in Q2 2026, selling an estimated $59.9K and leaving 2,504 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #725.

Pinnacle Wealth Planning Services first reported a position in KMX in Q4 2020 and has held it in 4 quarters since. The position peaked at $161K in Q1 2026. 555 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,504 shares of CarMax worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,376 CarMax shares in Q2 2026, an estimated $59.9K.
  • CarMax made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #725 holding.
  • Pinnacle Wealth Planning Services first reported a position in CarMax in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CarMax position peaked at $161K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.