Advisory Advocates’s CSX Corp CSX Stock Holding History

Advisory Advocates’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	$643K	Buy	13,529 +142	+1%	+$6.41K	0.55%	54
2026 Q1	$550K	Hold	13,387	–	–	0.56%	67
2025 Q4	$485K	Buy	+13,387	New	+$479K	0.48%	74

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Advocates's CSX Position: Q2 2026 in Review

Advisory Advocates increased its CSX Corp (CSX) stake by 1.1% in Q2 2026, buying an estimated $6.41K and bringing the position to 13,529 shares worth $643K. The position accounts for 0.55% of the portfolio, ranked #54.

Advisory Advocates first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,896 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Advisory Advocates held 13,529 shares of CSX Corp worth $643K as of Q2 2026.
Advisory Advocates bought 142 CSX Corp shares in Q2 2026, an estimated $6.41K.
CSX Corp made up 0.55% of Advisory Advocates's portfolio in Q2 2026, its #54 holding.
Advisory Advocates first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
1,896 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.