SOA Wealth Advisors’s CarMax KMX Stock Holding History

SOA Wealth 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 Q4	–	Sell	-1	Closed	-$45	–	891
2025 Q3	$45	Hold	1	–	–	﹤0.01%	879
2025 Q2	$67	Hold	1	–	–	﹤0.01%	851
2025 Q1	$78	Hold	1	–	–	﹤0.01%	853
2024 Q4	$82	Hold	1	–	–	﹤0.01%	848
2024 Q3	$77	Hold	1	–	–	﹤0.01%	818
2024 Q2	$73	Hold	1	–	–	﹤0.01%	835
2024 Q1	$87	Hold	1	–	–	﹤0.01%	879
2023 Q4	$77	Hold	1	–	–	﹤0.01%	883
2023 Q3	$71	Hold	1	–	–	﹤0.01%	912
2023 Q2	$84	Hold	1	–	–	﹤0.01%	911
2023 Q1	$64	Hold	1	–	–	﹤0.01%	945
2022 Q4	$61	Hold	1	–	–	﹤0.01%	952
2022 Q3	$0	Sell	1 -5	-83%	-$457	﹤0.01%	907
2022 Q2	$0	Sell	6 -122	-95%	-$11.5K	﹤0.01%	924
2022 Q1	$12K	Hold	128	–	–	﹤0.01%	555
2021 Q4	$16K	Hold	128	–	–	﹤0.01%	486
2021 Q3	$16K	Hold	128	–	–	﹤0.01%	488
2021 Q2	$16K	Buy	128 +83	+184%	+$10.3K	﹤0.01%	488
2021 Q1	$5K	Sell	45 -51	-53%	-$6.21K	﹤0.01%	623
2020 Q4	$12K	Buy	+96	New	+$9K	﹤0.01%	479

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

SOA Wealth Advisors's KMX Position: Q4 2025 in Review

SOA Wealth Advisors sold out of CarMax (KMX) in Q4 2025, closing a stake of 1 share — an estimated $45 sold.

SOA Wealth Advisors first reported a position in KMX in Q4 2020 and held it in 20 quarters. The position peaked at $16K in Q4 2021. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

SOA Wealth Advisors reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1 CarMax share in Q4 2025, an estimated $45.
SOA Wealth Advisors first reported a position in CarMax in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's CarMax position peaked at $16K in Q4 2021.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.