Venturi Wealth Management’s CarMax KMX Stock Holding History

Venturi Wealth 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 Q1	–	Sell	-14	Closed	-$1.15K	–	1266
2024 Q4	$1.15K	Sell	14 -2,505	-99%	-$197K	﹤0.01%	1909
2024 Q3	$195K	Sell	2,519 -782	-24%	-$61.8K	0.01%	451
2024 Q2	$242K	Buy	+3,301	New	+$238K	0.01%	379
2024 Q1	–	Sell	-18	Closed	-$1.38K	–	1407
2023 Q4	$1.38K	Sell	18 -1,995	-99%	-$134K	﹤0.01%	1288
2023 Q3	$142K	Buy	2,013 +10	+0.5%	+$819	0.01%	366
2023 Q2	$168K	Buy	2,003 +3	+0.2%	+$220	0.01%	320
2023 Q1	$129K	Buy	+2,000	New	+$134K	0.01%	370

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Venturi Wealth Management's KMX Position: Q1 2025 in Review

Venturi Wealth Management sold out of CarMax (KMX) in Q1 2025, closing a stake of 14 shares — an estimated $1.15K sold.

Venturi Wealth Management first reported a position in KMX in Q1 2023 and held it in 7 quarters. The position peaked at $242K in Q2 2024. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

Venturi Wealth Management reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 14 CarMax shares in Q1 2025, an estimated $1.15K.
Venturi Wealth Management first reported a position in CarMax in Q1 2023 and held it in 7 quarters.
Venturi Wealth Management's CarMax position peaked at $242K in Q2 2024.
753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.