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Waverly Advisors’s CarMax KMX Stock Holding History

Waverly 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 		$858K Buy
20,634
+4,344
+27% +$190K 0.01% 880
2025
Q4 		$629K Sell
16,290
-477
-3% -$19.1K 0.01% 914
2025
Q3 		$752K Sell
16,767
-1,297
-7% -$77.4K 0.01% 718
2025
Q2 		$1.21M Buy
18,064
+3,003
+20% +$202K 0.01% 577
2025
Q1 		$1.17M Sell
15,061
-30
-0.2% -$2.4K 0.01% 573
2024
Q4 		$1.23M Buy
15,091
+366
+2% +$28.7K 0.02% 481
2024
Q3 		$1.14M Sell
14,725
-1,328
-8% -$105K 0.02% 426
2024
Q2 		$1.18M Buy
16,053
+5,362
+50% +$386K 0.02% 410
2024
Q1 		$931K Sell
10,691
-979
-8% -$74K 0.02% 383
2023
Q4 		$896K Buy
+11,670
New +$785K 0.03% 233

Other funds holding KMX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
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
SV
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
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

Waverly Advisors's KMX Position: Q1 2026 in Review

Waverly Advisors increased its CarMax (KMX) stake by 27% in Q1 2026, buying an estimated $190K and bringing the position to 20,634 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #880.

Waverly Advisors first reported a position in KMX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2024. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Waverly Advisors held 20,634 shares of CarMax worth $858K as of Q1 2026.
  • Waverly Advisors bought 4,344 CarMax shares in Q1 2026, an estimated $190K.
  • CarMax made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #880 holding.
  • Waverly Advisors first reported a position in CarMax in Q4 2023 and has held it in 10 quarters since.
  • Waverly Advisors's CarMax position peaked at $1.23M in Q4 2024.
  • 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.