True North Advisors’s CarMax KMX Stock Holding History

True North 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	$4.57M	Sell	86,454 -181	-0.2%	-$7.88K	0.44%	48
2026 Q1	$3.6M	Buy	+86,635	New	+$3.79M	0.41%	44
2025 Q4	–	Sell	-123,742	Closed	-$5.55M	–	264
2025 Q3	$5.55M	Buy	123,742 +49,450	+67%	+$2.95M	0.88%	21
2025 Q2	$4.99M	Buy	74,292 +17,513	+31%	+$1.18M	0.96%	21
2025 Q1	$4.42M	Buy	56,779 +8,117	+17%	+$651K	0.78%	26
2024 Q4	$3.98M	Buy	48,662 +225	+0.5%	+$17.7K	0.94%	18
2024 Q3	$3.75M	Buy	48,437 +2,350	+5%	+$186K	0.98%	16
2024 Q2	$3.38M	Buy	46,087 +16,111	+54%	+$1.16M	0.9%	16
2024 Q1	$2.61M	Buy	29,976 +7,267	+32%	+$550K	0.72%	24
2023 Q4	$1.74M	Buy	22,709 +9,420	+71%	+$633K	0.45%	35
2023 Q3	$940K	Buy	13,289 +861	+7%	+$70.5K	0.29%	68
2023 Q2	$1.04M	Buy	12,428 +3	+0%	+$220	0.29%	64
2023 Q1	$799K	Buy	12,425 +6,555	+112%	+$439K	0.23%	93
2022 Q4	$357K	Buy	+5,870	New	+$377K	0.12%	122

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

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

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

Jupiter Topco New York $245B AUM

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

True North Advisors's KMX Position: Q2 2026 in Review

True North Advisors reduced its CarMax (KMX) stake by 0.21% in Q2 2026, selling an estimated $7.88K and leaving 86,454 shares worth $4.57M. The position accounts for 0.44% of the portfolio, ranked #48.

True North Advisors first reported a position in KMX in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.55M in Q3 2025. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

True North Advisors held 86,454 shares of CarMax worth $4.57M as of Q2 2026.
True North Advisors sold 181 CarMax shares in Q2 2026, an estimated $7.88K.
CarMax made up 0.44% of True North Advisors's portfolio in Q2 2026, its #48 holding.
True North Advisors first reported a position in CarMax in Q4 2022 and has held it in 14 quarters since.
True North Advisors's CarMax position peaked at $5.55M in Q3 2025.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.