AWM
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Accredited Wealth Management’s CSX Corp CSX Stock Holding History

Accredited Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$32K Sell
100
-800
-89% -$27.3K 0.02% 166
2025
Q2 		$29.4K Hold
900
– – 0.02% 173
2025
Q1 		$26.5K Hold
900
– – 0.02% 164
2024
Q4 		$29K Buy
+900
New +$30.9K 0.03% 171

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accredited Wealth Management's CSX Position: Q3 2025 in Review

Accredited Wealth Management reduced its CSX Corp (CSX) stake by 89% in Q3 2025, selling an estimated $27.3K and leaving 100 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #166.

Accredited Wealth Management first reported a position in CSX in Q4 2024 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Accredited Wealth Management held 100 shares of CSX Corp worth $32K as of Q3 2025.
  • Accredited Wealth Management sold 800 CSX Corp shares in Q3 2025, an estimated $27.3K.
  • CSX Corp made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #166 holding.
  • Accredited Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 4 quarters since.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.