PlanVest Financial’s CarMax KMX Stock Holding History

PlanVest Financial’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	$1.67M	Hold	31,504	–	–	1.11%	25
2026 Q1	$1.31M	Buy	+31,504	New	+$1.38M	1%	26

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PlanVest Financial's KMX Position: Q2 2026 in Review

PlanVest Financial held its CarMax (KMX) position steady in Q2 2026 at 31,504 shares worth $1.67M. The position accounts for 1.11% of the portfolio, ranked #25.

PlanVest Financial first reported a position in KMX in Q1 2026 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

PlanVest Financial held 31,504 shares of CarMax worth $1.67M as of Q2 2026.
PlanVest Financial left its CarMax share count unchanged in Q2 2026.
CarMax made up 1.11% of PlanVest Financial's portfolio in Q2 2026, its #25 holding.
PlanVest Financial first reported a position in CarMax in Q1 2026 and has held it in 2 quarters since.
515 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.