Position in KMX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$17,747,716
+$492,136 QoQ
Shares Held
426,833
-4.4% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Welch & Forbes LLC holds $17,747,716 across 1 Auto & Truck Dealerships name. KMX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
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|
426,833 | $17,747,716 |
All Filings in KMX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,747,716 | 426,833 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,255,580 | 446,573 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,713,531 | 818,220 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $57,697,835 | 858,471 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $68,083,612 | 873,763 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $71,159,243 | 870,343 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $68,875,086 | 890,089 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $65,386,130 | 891,548 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $78,466,945 | 900,780 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $68,064,312 | 886,947 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $64,686,545 | 914,556 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $77,292,597 | 923,448 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $60,341,371 | 938,727 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $58,323,790 | 957,855 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $67,277,152 | 1,019,042 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $92,618,042 | 1,023,630 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $99,035,369 | 1,026,486 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $132,445,993 | 1,017,016 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $131,375,508 | 1,026,692 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $132,876,364 | 1,028,853 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $136,829,370 | 1,031,429 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $97,618,931 | 1,033,442 | Shares | Other | 2021-01-20 | |
| 2020-09-30 | $94,227,786 | 1,025,218 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $92,091,429 | 1,028,380 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $55,366,738 | 1,028,548 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||