SIMA Wealth Partners’s CarMax KMX Stock Holding History

SIMA Wealth Partners’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 Q2	–	Sell	-502	Closed	-$39.1K	–	169
2025 Q1	$39.1K	Hold	502	–	–	0.03%	92
2024 Q4	$41K	Buy	+502	New	+$39.4K	0.03%	92

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

SIMA Wealth Partners's KMX Position: Q2 2025 in Review

SIMA Wealth Partners sold out of CarMax (KMX) in Q2 2025, closing a stake of 502 shares — an estimated $39.1K sold.

SIMA Wealth Partners first reported a position in KMX in Q4 2024 and held it in 2 quarters. The position peaked at $41K in Q4 2024. 731 funds tracked by Wall St. Rank hold KMX as of Q2 2025.

SIMA Wealth Partners reported no remaining CarMax position as of Q2 2025 after selling out during the quarter.
SIMA Wealth Partners sold 502 CarMax shares in Q2 2025, an estimated $39.1K.
SIMA Wealth Partners first reported a position in CarMax in Q4 2024 and held it in 2 quarters.
SIMA Wealth Partners's CarMax position peaked at $41K in Q4 2024.
731 funds tracked by Wall St. Rank held CarMax as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.