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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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