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Summit Trail Advisors’s CarMax KMX Stock Holding History

Summit Trail 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
2026
Q2 		$1.89M Sell
35,804
-8,666
-19% -$377K 0.02% 643
2026
Q1 		$1.85M Buy
44,470
+6,628
+18% +$290K 0.03% 588
2025
Q4 		$1.46M Sell
37,842
-8,676
-19% -$347K 0.03% 607
2025
Q3 		$2.09M Buy
46,518
+21,752
+88% +$1.3M 0.03% 423
2025
Q2 		$1.66M Buy
+24,766
New +$1.67M 0.03% 313
2024
Q4 		– Sell
-10,962
Closed -$848K – 592
2024
Q3 		$848K Sell
10,962
-983
-8% -$77.7K 0.02% 296
2024
Q2 		$876K Buy
11,945
+4,108
+52% +$296K 0.02% 260
2024
Q1 		$683K Buy
7,837
+1,658
+27% +$125K 0.02% 277
2023
Q4 		$474K Sell
6,179
-3,140
-34% -$211K 0.02% 293
2023
Q3 		$659K Buy
9,319
+2,042
+28% +$167K 0.02% 224
2023
Q2 		$609K Buy
7,277
+1,354
+23% +$99.1K 0.02% 229
2023
Q1 		$381K Buy
5,923
+1,974
+50% +$132K 0.02% 270
2022
Q4 		$240K Buy
3,949
+690
+21% +$44.3K 0.01% 328
2022
Q3 		$215K Buy
+3,259
New +$298K 0.01% 322
2018
Q1 		– Sell
-911
Closed -$64K – 1099
2017
Q4 		$64K Buy
+911
New +$65K 0.01% 754

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Summit Trail Advisors's KMX Position: Q2 2026 in Review

Summit Trail Advisors reduced its CarMax (KMX) stake by 19% in Q2 2026, selling an estimated $377K and leaving 35,804 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #643.

Summit Trail Advisors first reported a position in KMX in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.09M in Q3 2025. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Summit Trail Advisors held 35,804 shares of CarMax worth $1.89M as of Q2 2026.
  • Summit Trail Advisors sold 8,666 CarMax shares in Q2 2026, an estimated $377K.
  • CarMax made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #643 holding.
  • Summit Trail Advisors first reported a position in CarMax in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's CarMax position peaked at $2.09M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.