Summit Asset Management’s CarMax KMX Stock Holding History

Summit 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	-3,285	Closed	-$221K	–	175
2025 Q2	$221K	Hold	3,285	–	–	0.04%	163
2025 Q1	$256K	Hold	3,285	–	–	0.04%	140
2024 Q4	$269K	Hold	3,285	–	–	0.05%	137
2024 Q3	$254K	Hold	3,285	–	–	0.05%	143
2024 Q2	$241K	Hold	3,285	–	–	0.05%	140
2024 Q1	$286K	Hold	3,285	–	–	0.06%	130
2023 Q4	$252K	Hold	3,285	–	–	0.06%	134
2023 Q3	$232K	Hold	3,285	–	–	0.06%	138
2023 Q2	$275K	Hold	3,285	–	–	0.07%	131
2023 Q1	$211K	Sell	3,285 -67	-2%	-$4.48K	0.06%	145
2022 Q4	$204K	Hold	3,352	–	–	0.06%	149
2022 Q3	$221K	Hold	3,352	–	–	0.07%	137
2022 Q2	$303K	Hold	3,352	–	–	0.09%	117
2022 Q1	$323K	Hold	3,352	–	–	0.09%	123
2021 Q4	$437K	Buy	3,352 +67	+2%	+$9.38K	0.12%	98
2021 Q3	$420K	Hold	3,285	–	–	0.13%	94
2021 Q2	$424K	Sell	3,285 -954	-23%	-$118K	0.13%	90
2021 Q1	$562K	Buy	4,239 +85	+2%	+$10.3K	0.19%	71
2020 Q4	$392K	Hold	4,154	–	–	0.14%	90
2020 Q3	$382K	Hold	4,154	–	–	0.16%	80
2020 Q2	$372K	Sell	4,154 -327	-7%	-$25.6K	0.17%	72
2020 Q1	$241K	Buy	4,481 +205	+5%	+$17.3K	0.13%	96
2019 Q4	$375K	Sell	4,276 -197	-4%	-$18.5K	0.16%	74
2019 Q3	$394K	Hold	4,473	–	–	0.18%	64
2019 Q2	$388K	Sell	4,473 -198	-4%	-$15.5K	0.18%	65
2019 Q1	$326K	Buy	+4,671	New	+$288K	0.16%	73

Other funds holding KMX

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Summit Asset Management sold out of CarMax (KMX) in Q3 2025, closing a stake of 3,285 shares — an estimated $221K sold.

Summit Asset Management first reported a position in KMX in Q1 2019 and held it in 26 quarters. The position peaked at $562K in Q1 2021. 623 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

Summit Asset Management reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
Summit Asset Management sold 3,285 CarMax shares in Q3 2025, an estimated $221K.
Summit Asset Management first reported a position in CarMax in Q1 2019 and held it in 26 quarters.
Summit Asset Management's CarMax position peaked at $562K in Q1 2021.
623 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on Summit Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.