Shell Asset Management’s CarMax KMX Stock Holding History

Shell Asset 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	-4,667	Closed	-$314K	–	1215
2025 Q2	$314K	Buy	4,667 +1,938	+71%	+$130K	0.01%	618
2025 Q1	$213K	Sell	2,729 -474	-15%	-$38K	0.01%	777
2024 Q4	$262K	Sell	3,203 -92	-3%	-$7.23K	0.01%	726
2024 Q3	$255K	Buy	+3,295	New	+$261K	0.01%	740
2024 Q1	$242K	Sell	3,295 -2,657	-45%	-$201K	0.01%	752
2023 Q4	$457K	Sell	5,952 -2,041	-26%	-$137K	0.02%	545
2023 Q3	$565K	Buy	7,993 +132	+2%	+$10.8K	0.02%	512
2023 Q2	$658K	Sell	7,861 -191	-2%	-$14K	0.03%	482
2023 Q1	$518K	Hold	8,052	–	–	0.02%	545
2022 Q4	$490K	Sell	8,052 -1,448	-15%	-$93K	0.02%	544
2022 Q3	$627K	Sell	9,500 -2,717	-22%	-$248K	0.02%	481
2022 Q2	$1.1M	Buy	12,217 +409	+3%	+$38.5K	0.03%	405
2022 Q1	$1.14M	Sell	11,808 -271	-2%	-$29.2K	0.03%	454
2021 Q4	$1.57M	Buy	12,079 +3,030	+33%	+$424K	0.03%	418
2021 Q3	$1.16M	Sell	9,049 -49	-0.5%	-$6.52K	0.03%	460
2021 Q2	$1.18M	Sell	9,098 -4,851	-35%	-$600K	0.02%	501
2021 Q1	$1.85M	Buy	13,949 +925	+7%	+$113K	0.04%	371
2020 Q4	$1.23M	Buy	13,024 +4,358	+50%	+$409K	0.03%	463
2020 Q3	$796K	Buy	8,666 +973	+13%	+$97.2K	0.02%	511
2020 Q2	$689K	Sell	7,693 -4,128	-35%	-$323K	0.02%	536
2020 Q1	$636K	Sell	11,821 -600	-5%	-$50.8K	0.02%	573
2019 Q4	$1.09M	Buy	12,421 +895	+8%	+$84.2K	0.02%	523
2019 Q3	$1.01M	Hold	11,526	–	–	0.02%	525
2019 Q2	$1M	Sell	11,526 -800	-6%	-$62.6K	0.02%	557
2019 Q1	$860K	Hold	12,326	–	–	0.02%	641
2018 Q4	$773K	Hold	12,326	–	–	0.02%	628
2018 Q3	$920K	Sell	12,326 -2,531	-17%	-$193K	0.02%	707
2018 Q2	$1.08M	Buy	14,857 +3,621	+32%	+$242K	0.02%	641
2018 Q1	$696K	Buy	11,236 +2,251	+25%	+$147K	0.01%	809
2017 Q4	$576K	Hold	8,985	–	–	0.01%	863
2017 Q3	$681K	Sell	8,985 -2,354	-21%	-$157K	0.02%	746
2017 Q2	$715K	Sell	11,339 -654	-5%	-$39.5K	0.02%	779
2017 Q1	$710K	Sell	11,993 -562	-4%	-$36.5K	0.02%	779
2016 Q4	$808K	Buy	12,555 +512	+4%	+$28.7K	0.02%	739
2016 Q3	$642K	Sell	12,043 -2,299	-16%	-$130K	0.01%	778
2016 Q2	$703K	Buy	14,342 +3,064	+27%	+$157K	0.02%	658
2016 Q1	$576K	Buy	11,278 +148	+1%	+$6.99K	0.01%	648
2015 Q4	$601K	Sell	11,130 -23,604	-68%	-$1.35M	0.01%	657
2015 Q3	$1.61M	Buy	34,734 +18,440	+113%	+$1.16M	0.03%	542
2015 Q2	$1.08M	Sell	16,294 -2,454	-13%	-$175K	0.02%	580
2015 Q1	$1.29M	Sell	18,748 -14,553	-44%	-$949K	0.02%	554
2014 Q4	$2.22M	Sell	33,301 -1,433	-4%	-$79.5K	0.04%	446
2014 Q3	$1.61M	Sell	34,734 -8	-0%	-$410	0.03%	560
2014 Q2	$1.81M	Sell	34,742 -5,704	-14%	-$259K	0.03%	534
2014 Q1	$1.89M	Buy	40,446 +4,271	+12%	+$199K	0.03%	522
2013 Q4	$1.7M	Sell	36,175 -18,597	-34%	-$912K	0.03%	539
2013 Q3	$2.65M	Sell	54,772 -2,249	-4%	-$110K	0.05%	391
2013 Q2	$2.63M	Buy	+57,021	New	+$2.59M	0.05%	380

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Shell Asset Management's KMX Position: Q3 2025 in Review

Shell Asset Management sold out of CarMax (KMX) in Q3 2025, closing a stake of 4,667 shares — an estimated $314K sold.

Shell Asset Management first reported a position in KMX in Q2 2013 and held it in 48 quarters. The position peaked at $2.65M in Q3 2013. 623 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

Shell Asset Management reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
Shell Asset Management sold 4,667 CarMax shares in Q3 2025, an estimated $314K.
Shell Asset Management first reported a position in CarMax in Q2 2013 and held it in 48 quarters.
Shell Asset Management's CarMax position peaked at $2.65M in Q3 2013.
623 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.