Wellington Shields & Co’s CarMax KMX Stock Holding History

Wellington Shields & Co’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	$657K	Sell	12,423 -305	-2%	-$13.3K	0.15%	132
2026 Q1	$529K	Sell	12,728 -60	-0.5%	-$2.63K	0.13%	138
2025 Q4	$494K	Buy	12,788 +151	+1%	+$6.04K	0.12%	141
2025 Q3	$567K	Buy	12,637 +163	+1%	+$9.73K	0.15%	135
2025 Q2	$838K	Sell	12,474 -313	-2%	-$21.1K	0.24%	97
2025 Q1	$996K	Hold	12,787	–	–	0.31%	79
2024 Q4	$1.05M	Sell	12,787 -49	-0.4%	-$3.85K	0.32%	76
2024 Q3	$993K	Hold	12,836	–	–	0.3%	85
2024 Q2	$941K	Buy	12,836 +34	+0.3%	+$2.45K	0.31%	81
2024 Q1	$1.12M	Buy	12,802 +69	+0.5%	+$5.22K	0.37%	62
2023 Q4	$977K	Sell	12,733 -107	-0.8%	-$7.19K	0.36%	67
2023 Q3	$908K	Buy	12,840 +38	+0.3%	+$3.11K	0.23%	62
2023 Q2	$1.07M	Buy	12,802 +13	+0.1%	+$952	0.25%	58
2023 Q1	$822K	Buy	12,789 +915	+8%	+$61.2K	0.18%	74
2022 Q4	$723K	Sell	11,874 -199	-2%	-$12.8K	0.16%	85
2022 Q3	$797K	Buy	12,073 +181	+2%	+$16.5K	0.35%	71
2022 Q2	$1.08M	Buy	11,892 +1,065	+10%	+$100K	0.26%	55
2022 Q1	$1.04M	Hold	10,827	–	–	0.34%	74
2021 Q4	$1.41M	Sell	10,827 -1,263	-10%	-$177K	0.28%	55
2021 Q3	$1.55M	Hold	12,090	–	–	0.54%	43
2021 Q2	$1.56M	Hold	12,090	–	–	0.52%	45
2021 Q1	$1.6M	Buy	+12,090	New	+$1.47M	0.57%	43

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

Wellington Shields & Co's KMX Position: Q2 2026 in Review

Wellington Shields & Co reduced its CarMax (KMX) stake by 2.4% in Q2 2026, selling an estimated $13.3K and leaving 12,423 shares worth $657K. The position accounts for 0.15% of the portfolio, ranked #132.

Wellington Shields & Co first reported a position in KMX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q1 2021. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Wellington Shields & Co held 12,423 shares of CarMax worth $657K as of Q2 2026.
Wellington Shields & Co sold 305 CarMax shares in Q2 2026, an estimated $13.3K.
CarMax made up 0.15% of Wellington Shields & Co's portfolio in Q2 2026, its #132 holding.
Wellington Shields & Co first reported a position in CarMax in Q1 2021 and has held it in 22 quarters since.
Wellington Shields & Co's CarMax position peaked at $1.6M in Q1 2021.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.