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Whittier Trust’s CarMax KMX Stock Holding History

Whittier Trust’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
-50
Closed -$4.09K – 1540
2024
Q4 		$4.09K Sell
50
-1,069
-96% -$84K ﹤0.01% 1395
2024
Q3 		$86.6K Hold
1,119
– – ﹤0.01% 822
2024
Q2 		$82.1K Hold
1,119
– – ﹤0.01% 813
2024
Q1 		$97.5K Hold
1,119
– – ﹤0.01% 788
2023
Q4 		$85.9K Buy
1,119
+1,069
+2,138% +$71.9K ﹤0.01% 808
2023
Q3 		$3.54K Hold
50
– – ﹤0.01% 1417
2023
Q2 		$4.18K Sell
50
-20
-29% -$1.46K ﹤0.01% 1385
2023
Q1 		$4.5K Buy
70
+20
+40% +$1.34K ﹤0.01% 1405
2022
Q4 		$3.04K Sell
50
-459
-90% -$29.5K ﹤0.01% 1446
2022
Q3 		$34K Buy
509
+214
+73% +$19.6K ﹤0.01% 1042
2022
Q2 		$27K Buy
295
+5
+2% +$470 ﹤0.01% 1093
2022
Q1 		$28K Buy
290
+240
+480% +$25.8K ﹤0.01% 1122
2021
Q4 		$7K Hold
50
– – ﹤0.01% 1363
2021
Q3 		$6K Hold
50
– – ﹤0.01% 1313
2021
Q2 		$6K Hold
50
– – ﹤0.01% 1339
2021
Q1 		$7K Sell
50
-50
-50% -$6.09K ﹤0.01% 1305
2020
Q4 		$10K Sell
100
-1,455
-94% -$136K ﹤0.01% 1151
2020
Q3 		$143K Sell
1,555
-1,566
-50% -$156K ﹤0.01% 637
2020
Q2 		$279K Sell
3,121
-14,876
-83% -$1.17M 0.01% 488
2020
Q1 		$969K Buy
17,997
+17,935
+28,927% +$1.52M 0.03% 288
2019
Q4 		$5K Sell
62
-38
-38% -$3.58K ﹤0.01% 1239
2019
Q3 		$9K Buy
+100
New +$8.58K ﹤0.01% 1155

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Whittier Trust's KMX Position: Q1 2025 in Review

Whittier Trust sold out of CarMax (KMX) in Q1 2025, closing a stake of 50 shares — an estimated $4.09K sold.

Whittier Trust first reported a position in KMX in Q3 2019 and held it in 22 quarters. The position peaked at $969K in Q1 2020. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

  • Whittier Trust reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 50 CarMax shares in Q1 2025, an estimated $4.09K.
  • Whittier Trust first reported a position in CarMax in Q3 2019 and held it in 22 quarters.
  • Whittier Trust's CarMax position peaked at $969K in Q1 2020.
  • 753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.