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

Accurate 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
2026
Q2 		$1.71M Buy
34,640
+7,562
+28% +$341K 0.16% 143
2026
Q1 		$1.14M Buy
27,078
+2,227
+9% +$87.3K 0.14% 162
2025
Q4 		$875K Buy
24,851
+933
+4% +$33.4K 0.11% 197
2025
Q3 		$864K Sell
23,918
-76,082
-76% -$2.6M 0.12% 192
2025
Q2 		$3.35M Buy
100,000
+75,034
+301% +$2.26M 0.51% 39
2025
Q1 		$699K Buy
24,966
+2,149
+9% +$68.3K 0.13% 157
2024
Q4 		$725K Buy
22,817
+1,249
+6% +$42.8K 0.14% 159
2024
Q3 		$766K Sell
21,568
-70,932
-77% -$2.41M 0.15% 145
2024
Q2 		$3.2M Buy
92,500
+72,614
+365% +$2.47M 0.77% 33
2024
Q1 		$683K Buy
19,886
+819
+4% +$29.9K 0.2% 114
2023
Q4 		$659K Sell
19,067
-1,250
-6% -$39.8K 0.21% 108
2023
Q3 		$637K Sell
20,317
-11,070
-35% -$351K 0.2% 111
2023
Q2 		$1.06M Sell
31,387
-36,009
-53% -$1.14M 0.33% 72
2023
Q1 		$2.02M Buy
67,396
+5,465
+9% +$168K 0.7% 24
2022
Q4 		$2.01M Sell
61,931
-31,890
-34% -$959K 0.74% 21
2022
Q3 		$2.74M Buy
93,821
+33,814
+56% +$1.05M 1.14% 23
2022
Q2 		$1.75M Buy
60,007
+49,028
+447% +$1.6M 0.95% 18
2022
Q1 		$411K Sell
10,979
-6,267
-36% -$222K 0.18% 103
2021
Q4 		$652K Sell
17,246
-1,200
-7% -$42.3K 0.53% 51
2021
Q3 		$623K Buy
18,446
+9,083
+97% +$291K 0.54% 47
2021
Q2 		$300K Buy
+9,363
New +$309K 0.26% 94

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Accurate Wealth Management's CSX Position: Q2 2026 in Review

Accurate Wealth Management increased its CSX Corp (CSX) stake by 28% in Q2 2026, buying an estimated $341K and bringing the position to 34,640 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #143.

Accurate Wealth Management first reported a position in CSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.35M in Q2 2025. 482 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Accurate Wealth Management held 34,640 shares of CSX Corp worth $1.71M as of Q2 2026.
  • Accurate Wealth Management bought 7,562 CSX Corp shares in Q2 2026, an estimated $341K.
  • CSX Corp made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Accurate Wealth Management first reported a position in CSX Corp in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's CSX Corp position peaked at $3.35M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.