AO
CSX icon

Advisor OS’s CSX Corp CSX Stock Holding History

Advisor OS’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
Q1 		$473K Sell
11,530
-23
-0.2% -$901 0.03% 311
2025
Q4 		$419K Buy
11,553
+317
+3% +$11.3K 0.03% 316
2025
Q3 		$399K Buy
11,236
+10
+0.1% +$341 0.03% 302
2025
Q2 		$366K Buy
11,226
+2,575
+30% +$77.5K 0.04% 307
2025
Q1 		$255K Sell
8,651
-7
-0.1% -$222 0.03% 362
2024
Q4 		$279K Buy
8,658
+19
+0.2% +$652 0.03% 339
2024
Q3 		$298K Buy
8,639
+249
+3% +$8.45K 0.03% 326
2024
Q2 		$281K Sell
8,390
-412
-5% -$14K 0.03% 316
2024
Q1 		$326K Buy
8,802
+1,678
+24% +$61.2K 0.04% 297
2023
Q4 		$247K Sell
7,124
-2,437
-25% -$77.6K 0.03% 288
2023
Q3 		$294K Buy
9,561
+3,645
+62% +$115K 0.04% 235
2023
Q2 		$202K Buy
+5,916
New +$187K 0.03% 289

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor OS's CSX Position: Q1 2026 in Review

Advisor OS reduced its CSX Corp (CSX) stake by 0.2% in Q1 2026, selling an estimated $901 and leaving 11,530 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #311.

Advisor OS first reported a position in CSX in Q2 2023 and has held it in 12 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Advisor OS held 11,530 shares of CSX Corp worth $473K as of Q1 2026.
  • Advisor OS sold 23 CSX Corp shares in Q1 2026, an estimated $901.
  • CSX Corp made up 0.03% of Advisor OS's portfolio in Q1 2026, its #311 holding.
  • Advisor OS first reported a position in CSX Corp in Q2 2023 and has held it in 12 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.