KMX CARMAX INC

Ownership history in Cypress Capital Group  ·  16 quarters on record

AI Ownership Summary

Cypress Capital Group reported CARMAX INC (KMX) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows KMX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Capital Group's position in CARMAX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KMX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cypress Capital Group held KMX — position size vs. price
% of Fund (quarterly)    KMX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,013 0% 0.03% $225K 2025-11-03 $41.34
2025 Q2 ADDED 5,013 +10 +0.2% 0.04% $337K 2025-07-25 $60.72
2025 Q1 REDUCED 5,003 -1,216 -19.6% 0.05% $390K 2025-05-12 $69.06
2024 Q4 UNCHANGED 6,219 0% 0.06% $508K 2025-02-06 $86.54
2024 Q3 ADDED 6,219 +19 +0.3% 0.05% $481K 2024-11-08 $75.54
2024 Q2 UNCHANGED 6,200 0% 0.05% $455K 2024-07-25 $81.55
2024 Q1 UNCHANGED 6,200 0% 0.06% $540K 2024-05-08 $70.34
2023 Q4 REDUCED 6,200 -46 -0.7% 0.06% $476K 2024-01-24 $67.45
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cypress Capital Group and KMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Capital Group reported owning KMX?

Cypress Capital Group reported KMX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KMX position in Cypress Capital Group's portfolio?

The largest reported portfolio weight for KMX was 0.06% in 2024 Q1.

What is the latest reported KMX position on this page?

The most recent filing on this page is 2025 Q3, when Cypress Capital Group reported 5,013 shares, equal to 0.03% of portfolio, with an estimated market value of $225K.

What does the chart on this KMX ownership page compare?

The chart compares Cypress Capital Group's quarterly KMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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