Sheets Smith Wealth Management’s CarMax KMX Stock Holding History

Sheets Smith 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 Q4	–	Sell	-13,200	Closed	-$592K	–	405
2025 Q3	$592K	Sell	13,200 -20,000	-60%	-$1.19M	0.07%	258
2025 Q2	$2.23M	Hold	33,200	–	–	0.26%	86
2025 Q1	$2.59M	Hold	33,200	–	–	0.32%	72
2024 Q4	$2.71M	Hold	33,200	–	–	0.33%	74
2024 Q3	$2.57M	Hold	33,200	–	–	0.31%	74
2024 Q2	$2.43M	Hold	33,200	–	–	0.29%	86
2024 Q1	$2.89M	Hold	33,200	–	–	0.32%	74
2023 Q4	$2.55M	Hold	33,200	–	–	0.36%	72
2023 Q3	$2.35M	Hold	33,200	–	–	0.36%	76
2023 Q2	$2.78M	Hold	33,200	–	–	0.41%	61
2023 Q1	$2.13M	Hold	33,200	–	–	0.33%	73
2022 Q4	$2.02M	Sell	33,200 -7,000	-17%	-$449K	0.32%	77
2022 Q3	$2.65M	Buy	40,200 +1,000	+3%	+$91.4K	0.44%	59
2022 Q2	$3.55M	Hold	39,200	–	–	0.58%	47
2022 Q1	$3.78M	Sell	39,200 -1,000	-2%	-$108K	0.52%	51
2021 Q4	$5.24M	Buy	40,200 +2,000	+5%	+$280K	0.65%	38
2021 Q3	$4.89M	Sell	38,200 -1,000	-3%	-$133K	0.66%	41
2021 Q2	$5.06M	Hold	39,200	–	–	0.68%	39
2021 Q1	$5.2M	Hold	39,200	–	–	0.77%	37
2020 Q4	$3.7M	Hold	39,200	–	–	0.56%	44
2020 Q3	$3.6M	Hold	39,200	–	–	0.63%	42
2020 Q2	$3.51M	Hold	39,200	–	–	0.7%	38
2020 Q1	$2.11M	Hold	39,200	–	–	0.44%	56
2019 Q4	$3.44M	Hold	39,200	–	–	0.66%	44
2019 Q3	$3.45M	Hold	39,200	–	–	0.71%	39
2019 Q2	$3.4M	Hold	39,200	–	–	0.7%	36
2019 Q1	$2.74M	Sell	39,200 -12,000	-23%	-$740K	0.59%	45
2018 Q4	$3.21M	Hold	51,200	–	–	0.87%	28
2018 Q3	$3.82M	Hold	51,200	–	–	0.79%	30
2018 Q2	$3.73M	Hold	51,200	–	–	0.87%	31
2018 Q1	$3.17M	Hold	51,200	–	–	0.76%	33
2017 Q4	$3.28M	Hold	51,200	–	–	0.77%	31
2017 Q3	$3.88M	Hold	51,200	–	–	0.98%	20
2017 Q2	$3.23M	Hold	51,200	–	–	0.85%	29
2017 Q1	$3.03M	Hold	51,200	–	–	0.81%	27
2016 Q4	$3.3M	Hold	51,200	–	–	0.93%	26
2016 Q3	$2.73M	Buy	51,200 +500	+1%	+$28.3K	0.77%	34
2016 Q2	$2.49M	Buy	50,700 +12,700	+33%	+$652K	0.72%	34
2016 Q1	$1.94M	Buy	38,000 +1,000	+3%	+$47.2K	0.6%	51
2015 Q4	$2M	Buy	+37,000	New	+$2.11M	0.6%	50

Other funds holding KMX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's KMX Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 13,200 shares — an estimated $592K sold.

Sheets Smith Wealth Management first reported a position in KMX in Q4 2015 and held it in 40 quarters. The position peaked at $5.24M in Q4 2021. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Sheets Smith Wealth Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,200 CarMax shares in Q4 2025, an estimated $592K.
Sheets Smith Wealth Management first reported a position in CarMax in Q4 2015 and held it in 40 quarters.
Sheets Smith Wealth Management's CarMax position peaked at $5.24M in Q4 2021.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.