ProVise Management Group
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ProVise Management Group’s CarMax KMX Stock Holding History

ProVise Management Group’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
Q3 		– Sell
-5,340
Closed -$282K – 264
2026
Q2 		$282K Sell
5,340
-106,581
-95% -$4.64M 0.02% 240
2026
Q1 		$4.65M Buy
111,921
+23,993
+27% +$1.05M 0.33% 68
2025
Q4 		$3.4M Sell
87,928
-9,164
-9% -$366K 0.24% 81
2025
Q3 		$4.36M Sell
97,092
-2,135
-2% -$127K 0.32% 68
2025
Q2 		$6.67M Buy
99,227
+5,462
+6% +$367K 0.53% 52
2025
Q1 		$7.31M Buy
93,765
+9,610
+11% +$770K 0.62% 50
2024
Q4 		$6.88M Buy
84,155
+6,032
+8% +$474K 0.59% 49
2024
Q3 		$6.05M Buy
78,123
+6,808
+10% +$538K 0.48% 59
2024
Q2 		$5.23M Buy
71,315
+3,163
+5% +$228K 0.45% 62
2024
Q1 		$5.94M Buy
68,152
+8,121
+14% +$614K 0.51% 54
2023
Q4 		$4.61M Buy
60,031
+1,330
+2% +$89.4K 0.39% 75
2023
Q3 		$4.15M Buy
58,701
+14,052
+31% +$1.15M 0.39% 78
2023
Q2 		$3.74M Buy
44,649
+9,226
+26% +$675K 0.34% 82
2023
Q1 		$2.28M Buy
35,423
+14,019
+65% +$938K 0.22% 112
2022
Q4 		$1.3M Sell
21,404
-8,139
-28% -$523K 0.13% 138
2022
Q3 		$1.95M Buy
29,543
+389
+1% +$35.5K 0.22% 111
2022
Q2 		$2.64M Buy
29,154
+2,668
+10% +$251K 0.28% 97
2022
Q1 		$2.56M Buy
26,486
+24,892
+1,562% +$2.68M 0.24% 103
2021
Q4 		$208K Buy
1,594
+32
+2% +$4.48K 0.02% 368
2021
Q3 		$200K Hold
1,562
– – 0.02% 359
2021
Q2 		$202K Buy
+1,562
New +$193K 0.02% 371

Other funds holding KMX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Nexus Investment Management
Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Endure Capital Management
Endure Capital Management Austin, Texas $304M AUM
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

ProVise Management Group's KMX Position: Q3 2026 in Review

ProVise Management Group sold out of CarMax (KMX) in Q3 2026, closing a stake of 5,340 shares — an estimated $282K sold.

ProVise Management Group first reported a position in KMX in Q2 2021 and held it in 21 quarters. The position peaked at $7.31M in Q1 2025. 286 funds tracked by Wall St. Rank hold KMX as of Q3 2026.

  • ProVise Management Group reported no remaining CarMax position as of Q3 2026 after selling out during the quarter.
  • ProVise Management Group sold 5,340 CarMax shares in Q3 2026, an estimated $282K.
  • ProVise Management Group first reported a position in CarMax in Q2 2021 and held it in 21 quarters.
  • ProVise Management Group's CarMax position peaked at $7.31M in Q1 2025.
  • 286 funds tracked by Wall St. Rank held CarMax as of Q3 2026.

Based on ProVise Management Group's 13F filing for Q3 2026, filed 6 Nov 2026.