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%	908
2022 Q2	$0	Sell	6 -122	-95%	-$11.5K	﹤0.01%	925
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 $5.7T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management

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

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

Janus Henderson Group

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

Primecap Management

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

Diamond Hill Capital Management

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

Norges Bank Oslo, Norway $935B AUM