ProVise Management Group, LLC KMX — CARMAX INC

Ownership history in ProVise Management Group, LLC  ·  19 quarters on record

AI Ownership Summary

ProVise Management Group, LLC reported CARMAX INC (KMX) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q1. The latest visible filing shows KMX at 0.24% 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 ProVise Management Group, LLC'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 Q4

KMX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 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 Q4

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.

KMX stock page ProVise Management Group, LLC fund profile ProVise Management Group, LLC full holdings
How ProVise Management Group, LLC held KMX — position size vs. price
% of Fund (quarterly)    KMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.4% +7.6% ❌ 87,928 -9,164 -9.4% 0.24% $3.4M 2026-02-14 (Est.) $41.43
2025 Q3 REDUCED — — — 97,092 -2,135 -2.2% 0.32% $4.4M 2025-11-13 $34.79
2025 Q2 ADDED — — — 99,227 +5,462 +5.8% 0.53% $6.7M 2025-08-08 $54.96
2025 Q1 ADDED — — — 93,765 +9,610 +11.4% 0.62% $7.3M 2025-05-08 $66.55
2024 Q4 ADDED — — — 84,155 +6,032 +7.7% 0.59% $6.9M 2025-02-11 $86.70
2024 Q3 ADDED — — — 78,123 +6,808 +9.5% 0.48% $6.0M 2024-11-12 $76.69
2024 Q2 ADDED — — — 71,315 +3,163 +4.6% 0.45% $5.2M 2024-08-12 $73.57
2024 Q1 ADDED — — — 68,152 +8,121 +13.5% 0.51% $5.9M 2024-05-09 $71.04
2023 Q4 ADDED — — — 60,031 +1,330 +2.3% 0.39% $4.6M 2024-02-09 $74.79
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KMX

As of 2026 Q1 — sorted by position size

BML Capital Management, LLC 3Y 4.14% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 3.09% GAGNON SECURITIES LLC 3Y 7Y 2.97% Nexus Investment Management ULC 3Y 7Y 2.7% Asset Management Advisors, LLC 3Y 7Y 2.07% Midway Capital Research & Management 1.74% Kinsale Capital Group, Inc. 3Y 0.98% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.95% HF Advisory Group, LLC 3Y 0.66% Lakewood Asset Management LLC 3Y 0.6%

FAQ About ProVise Management Group, LLC and KMX

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

How long has ProVise Management Group, LLC reported owning KMX?

ProVise Management Group, LLC reported KMX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KMX position in ProVise Management Group, LLC's portfolio?

The largest reported portfolio weight for KMX was 0.62% in 2025 Q1.

What is the latest reported KMX position on this page?

The most recent filing on this page is 2025 Q4, when ProVise Management Group, LLC reported 87,928 shares, equal to 0.24% of portfolio, with an estimated market value of $3.4M.

What does the chart on this KMX ownership page compare?

The chart compares ProVise Management Group, LLC'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.

How well did ProVise Management Group, LLC time their KMX position?

Based on 13F filing dates vs. subsequent KMX price moves, ProVise Management Group, LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on KMX relative to SPY over the holding period was -30.8%.

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