CarMax, Inc.
MX ˙ BMV ˙ US1431301027
SecurityMX:KMX / CarMax, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership112 shares
Latest Disclosed Value $ 4,657
Bogart Wealth, LLC reports 23.08% increase in ownership of KMX / CarMax, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 112 shares of CarMax, Inc. (MX:KMX) valued at $4,657 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 91 shares of CarMax, Inc.. This represents a change in shares of 23.08% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F CARMAX INC COM Stock 143130102 112 21 23.08 5 33.33 0.0002
2026-01-30 2025-12-31 13F CARMAX INC COM Stock 143130102 91 -46 -33.58 4 -50.00 0.0001
2025-10-27 2025-09-30 13F CARMAX INC COM Stock 143130102 137 0 0.00 6 -33.33 0.0002
2025-07-30 2025-06-30 13F CARMAX INC COM Stock 143130102 137 0 0.00 9 -10.00 0.0004
2025-05-02 2025-03-31 13F CARMAX INC COM Stock 143130102 137 -33 -19.41 11 -23.08 0.0005
2025-01-30 2024-12-31 13F CARMAX INC COM Stock 143130102 170 33 24.09 14 30.00 0.0007
2024-10-23 2024-09-30 13F CARMAX INC COM Stock 143130102 137 -8 -5.52 11 0.00 0.0005
2024-07-31 2024-06-30 13F CARMAX INC COM Stock 143130102 145 0 0.00 11 -16.67 0.0005
2024-04-25 2024-03-31 13F CARMAX INC COM Stock 143130102 145 0 0.00 13 9.09 0.0006
2024-02-07 2023-12-31 13F CARMAX INC COM Stock 143130102 145 0 0.00 11 10.00 0.0006
2023-10-30 2023-09-30 13F CARMAX INC COM Stock 143130102 145 0 0.00 10 -16.67 0.0006
2023-07-31 2023-06-30 13F CARMAX INC COM Stock 143130102 145 0 0.00 12 33.33 0.0008
2023-04-21 2023-03-31 13F CARMAX INC COM Stock 143130102 145 46 46.46 9 50.00 0.0006
2023-02-06 2022-12-31 13F CARMAX INC COM Stock 143130102 99 0 0.00 6 -14.29 0.0004
2022-11-03 2022-09-30 13F CARMAX INC COM Stock 143130102 99 0 0.00 7 -22.22 0.0006
2022-07-22 2022-06-30 13F CARMAX INC COM Stock 143130102 99 0 0.00 9 -10.00 0.0008
2022-04-22 2022-03-31 13F CARMAX INC COM Stock 143130102 99 0 0.00 10 -23.08 0.0009
2022-01-19 2021-12-31 13F CARMAX INC COM Stock 143130102 99 0 0.00 13 0.00 0.0012
2021-10-15 2021-09-30 13F CARMAX INC COM Stock 143130102 99 0 0.00 13 0.00 0.0013
2021-08-06 2021-06-30 13F CARMAX INC COM Stock 143130102 99 0 0.00 13 0.00 0.0014
2021-04-16 2021-03-31 13F CARMAX INC COM Stock 143130102 99 5 5.32 13 62.50 0.0018
2021-01-14 2020-12-31 13F CARMAX INC COM Stock 143130102 94 0 0.00 8 0.00 0.0015
2020-10-06 2020-09-30 13F CARMAX INC COM Stock 143130102 94 0 0.00 8 0.00 0.0018
2020-07-08 2020-06-30 13F CARMAX INC COM Stock 143130102 94 -11 -10.48 8 33.33 0.0019
2020-04-20 2020-03-31 13F CARMAX INC COM Stock 143130102 105 0 0.00 6 -33.33 0.0016
2020-02-10 2019-12-31 13F CARMAX INC COM Stock 143130102 105 -18 -14.63 9 -18.18 0.0029
2019-11-06 2019-09-30 13F/A-1 CARMAX INC COM Stock 143130102 123 13 11.82 11 22.22 0.0054
2019-10-10 2019-09-30 13F CARMAX INC COM Stock 143130102 123 13 11 0.0051
2019-07-11 2019-06-30 13F CARMAX INC COM Stock 143130102 110 10 10.00 9 50.00 0.0054
2019-04-08 2019-03-31 13F CARMAX INC COM Stock 143130102 100 9 9.89 6 20.00 0.0029
2019-01-15 2018-12-31 13F CARMAX INC COM Stock 143130102 91 20 28.17 5 0.00 0.0025
2018-10-16 2018-09-30 13F CARMAX INC COM Stock 143130102 71 0 0.00 5 0.00 0.0029
2018-07-13 2018-06-30 13F CARMAX INC COM Stock 143130102 71 -31 -30.39 5 -16.67 0.0030
2018-04-12 2018-03-31 13F CARMAX INC COM Stock 143130102 102 0 0.00 6 -14.29 0.0035
2018-01-10 2017-12-31 13F CARMAX INC COM Stock 143130102 102 0 0.00 7 -12.50 0.0045
2017-10-12 2017-09-30 13F CARMAX INC COM Stock 143130102 102 102 8 0.0059
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.