Institute for Wealth Management, LLC.

Position in KMX — Carmax Inc

CIK 1533954 DENVER, CO

Position in KMX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,578

-$221,803 QoQ

Shares Held

200

-96.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#464

of 554 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,006,903 across 5 Auto & Truck Dealerships names. KMX ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AN	Autonation, Inc.	10,193	$1,893,757
2	VVV	Valvoline Inc	1,715	$67,811
3	LAD	Lithia Motors Inc	80	$23,239
4	CVNA	Carvana Co.	175	$11,518
5	KMX	Carmax Inc This page	200	$10,578

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,578	200	-96.1%	Shares	Sole	2026-07-28
2025-09-30	$232,381	5,179	+7.6%	Shares	Sole	2025-10-17
2025-06-30	$323,548	4,814	—	Shares	Sole	2025-07-18
No filing history on record for this holder in this stock.