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Sheaff Brock Investment Advisors’s CarMax KMX Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$227K Hold
2,916
– – 0.02% 374
2024
Q4 		$238K Hold
2,916
– – 0.02% 374
2024
Q3 		$226K Hold
2,916
– – 0.02% 374
2024
Q2 		$214K Sell
2,916
-179
-6% -$12.9K 0.02% 384
2024
Q1 		$270K Hold
3,095
– – 0.02% 375
2023
Q4 		$238K Sell
3,095
-110
-3% -$7.39K 0.02% 386
2023
Q3 		$227K Hold
3,205
– – 0.02% 381
2023
Q2 		$268K Hold
3,205
– – 0.02% 369
2023
Q1 		$206K Buy
+3,205
New +$215K 0.02% 427
2022
Q4 		– Sell
-3,205
Closed -$212K – 524
2022
Q3 		$212K Hold
3,205
– – 0.02% 405
2022
Q2 		$290K Hold
3,205
– – 0.02% 347
2022
Q1 		$309K Hold
3,205
– – 0.02% 368
2021
Q4 		$417K Hold
3,205
– – 0.03% 315
2021
Q3 		$411K Hold
3,205
– – 0.03% 306
2021
Q2 		$414K Hold
3,205
– – 0.03% 302
2021
Q1 		$425K Sell
3,205
-100
-3% -$12.2K 0.03% 281
2020
Q4 		$312K Buy
3,305
+110
+3% +$10.3K 0.03% 327
2020
Q3 		$294K Hold
3,195
– – 0.03% 310
2020
Q2 		$286K Buy
+3,195
New +$250K 0.03% 314
2020
Q1 		– Sell
-2,995
Closed -$263K – 457
2019
Q4 		$263K Sell
2,995
-6,200
-67% -$583K 0.03% 362
2019
Q3 		$809K Buy
9,195
+6,000
+188% +$515K 0.09% 163
2019
Q2 		$277K Buy
3,195
+100
+3% +$7.82K 0.03% 350
2019
Q1 		$216K Buy
+3,095
New +$191K 0.03% 415
2018
Q4 		– Sell
-3,095
Closed -$231K – 504
2018
Q3 		$231K Hold
3,095
– – 0.02% 410
2018
Q2 		$226K Buy
+3,095
New +$207K 0.02% 426
2017
Q4 		– Sell
-3,095
Closed -$235K – 547
2017
Q3 		$235K Buy
+3,095
New +$206K 0.03% 426

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Sheaff Brock Investment Advisors's KMX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its CarMax (KMX) position steady in Q1 2025 at 2,916 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #374.

Sheaff Brock Investment Advisors first reported a position in KMX in Q3 2017 and has held it in 26 quarters since. The position peaked at $809K in Q3 2019. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,916 shares of CarMax worth $227K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its CarMax share count unchanged in Q1 2025.
  • CarMax made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #374 holding.
  • Sheaff Brock Investment Advisors first reported a position in CarMax in Q3 2017 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's CarMax position peaked at $809K in Q3 2019.
  • 753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.