Vision Capital Management’s CarMax KMX Stock Holding History

Vision Capital 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
2026 Q1	$1.32M	Buy	31,850 +206	+0.7%	+$9.02K	0.17%	72
2025 Q4	$1.22M	Buy	31,644 +4,952	+19%	+$198K	0.15%	73
2025 Q3	$1.2M	Sell	26,692 -19,629	-42%	-$1.17M	0.15%	72
2025 Q2	$3.11M	Buy	46,321 +2,035	+5%	+$137K	0.41%	47
2025 Q1	$3.45M	Buy	44,286 +819	+2%	+$65.7K	0.5%	43
2024 Q4	$3.55M	Buy	43,467 +40	+0.1%	+$3.14K	0.52%	41
2024 Q3	$3.36M	Sell	43,427 -7,028	-14%	-$556K	0.47%	44
2024 Q2	$3.7M	Sell	50,455 -423	-0.8%	-$30.5K	0.55%	45
2024 Q1	$4.43M	Buy	50,878 +7,457	+17%	+$564K	0.66%	41
2023 Q4	$3.33M	Sell	43,421 -1,255	-3%	-$84.4K	0.52%	43
2023 Q3	$3.16M	Buy	44,676 +777	+2%	+$63.6K	0.58%	43
2023 Q2	$3.67M	Buy	43,899 +157	+0.4%	+$11.5K	0.63%	42
2023 Q1	$2.81M	Sell	43,742 -1,427	-3%	-$95.5K	0.51%	45
2022 Q4	$2.75M	Sell	45,169 -711	-2%	-$45.6K	0.53%	42
2022 Q3	$3.03M	Sell	45,880 -8,772	-16%	-$802K	0.63%	41
2022 Q2	$4.95M	Buy	54,652 +662	+1%	+$62.3K	0.93%	34
2022 Q1	$5.21M	Buy	53,990 +1,524	+3%	+$164K	0.86%	35
2021 Q4	$6.83M	Buy	52,466 +934	+2%	+$131K	1.02%	33
2021 Q3	$6.59M	Buy	51,532 +158	+0.3%	+$21K	1.08%	33
2021 Q2	$6.63M	Buy	51,374 +1,318	+3%	+$163K	1.1%	32
2021 Q1	$6.64M	Buy	50,056 +9,899	+25%	+$1.2M	1.18%	27
2020 Q4	$3.79M	Buy	40,157 +6,620	+20%	+$621K	0.7%	40
2020 Q3	$3.08M	Sell	33,537 -809	-2%	-$80.8K	0.65%	43
2020 Q2	$3.08M	Sell	34,346 -1,179	-3%	-$92.4K	0.71%	40
2020 Q1	$1.91M	Buy	35,525 +857	+2%	+$72.5K	0.51%	43
2019 Q4	$3.04M	Sell	34,668 -1,440	-4%	-$135K	0.71%	39
2019 Q3	$3.18M	Sell	36,108 -625	-2%	-$53.6K	0.83%	37
2019 Q2	$3.19M	Sell	36,733 -32	-0.1%	-$2.5K	0.84%	38
2019 Q1	$2.57M	Sell	36,765 -232	-0.6%	-$14.3K	0.71%	44
2018 Q4	$2.32M	Sell	36,997 -340	-0.9%	-$22.4K	0.73%	46
2018 Q3	$2.79M	Sell	37,337 -195	-0.5%	-$14.9K	0.75%	46
2018 Q2	$2.73M	Sell	37,532 -705	-2%	-$47.1K	0.8%	46
2018 Q1	$2.37M	Sell	38,237 -1,940	-5%	-$127K	0.7%	47
2017 Q4	$2.58M	Sell	40,177 -1,589	-4%	-$113K	0.75%	41
2017 Q3	$3.17M	Sell	41,766 -13,122	-24%	-$875K	1.01%	37
2017 Q2	$3.46M	Sell	54,888 -104	-0.2%	-$6.28K	1.19%	35
2017 Q1	$3.26M	Buy	54,992 +8,376	+18%	+$544K	1.17%	35
2016 Q4	$3M	Sell	46,616 -16,545	-26%	-$928K	1.17%	35
2016 Q3	$3.37M	Buy	63,161 +2,095	+3%	+$119K	1.41%	29
2016 Q2	$2.99M	Sell	61,066 -86,740	-59%	-$4.46M	1.27%	34
2016 Q1	$7.55M	Buy	147,806 +15,725	+12%	+$742K	1.84%	24
2015 Q4	$7.13M	Sell	132,081 -74,426	-36%	-$4.25M	1.63%	31
2015 Q3	$12.3M	Buy	206,507 +12,414	+6%	+$778K	2.74%	11
2015 Q2	$12.9M	Buy	194,093 +48,148	+33%	+$3.43M	2.39%	17
2015 Q1	$10.1M	Buy	+145,945	New	+$9.52M	1.51%	38

Other funds holding KMX

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SIM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

Vision Capital Management's KMX Position: Q1 2026 in Review

Vision Capital Management increased its CarMax (KMX) stake by 0.65% in Q1 2026, buying an estimated $9.02K and bringing the position to 31,850 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #72.

Vision Capital Management first reported a position in KMX in Q1 2015 and has held it in 45 quarters since. The position peaked at $12.9M in Q2 2015. 548 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

Vision Capital Management held 31,850 shares of CarMax worth $1.32M as of Q1 2026.
Vision Capital Management bought 206 CarMax shares in Q1 2026, an estimated $9.02K.
CarMax made up 0.17% of Vision Capital Management's portfolio in Q1 2026, its #72 holding.
Vision Capital Management first reported a position in CarMax in Q1 2015 and has held it in 45 quarters since.
Vision Capital Management's CarMax position peaked at $12.9M in Q2 2015.
548 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.