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Segment Wealth Management’s CarMax KMX Stock Holding History

Segment 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
Q3 		– Sell
-3,589
Closed -$241K – 294
2025
Q2 		$241K Hold
3,589
– – 0.02% 268
2025
Q1 		$280K Hold
3,589
– – 0.02% 244
2024
Q4 		$293K Hold
3,589
– – 0.02% 225
2024
Q3 		$278K Hold
3,589
– – 0.02% 229
2024
Q2 		$263K Hold
3,589
– – 0.02% 225
2024
Q1 		$313K Hold
3,589
– – 0.02% 212
2023
Q4 		$275K Buy
+3,589
New +$241K 0.02% 208

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Segment Wealth Management's KMX Position: Q3 2025 in Review

Segment Wealth Management sold out of CarMax (KMX) in Q3 2025, closing a stake of 3,589 shares — an estimated $241K sold.

Segment Wealth Management first reported a position in KMX in Q4 2023 and held it in 7 quarters. The position peaked at $313K in Q1 2024. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • Segment Wealth Management reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • Segment Wealth Management sold 3,589 CarMax shares in Q3 2025, an estimated $241K.
  • Segment Wealth Management first reported a position in CarMax in Q4 2023 and held it in 7 quarters.
  • Segment Wealth Management's CarMax position peaked at $313K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Segment Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.