AE Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.9M | Buy |
679,515
+1,642
| +0.2% | +$64.4K | 0.15% | 152 |
|
|
2025
Q4 | $24.6M | Sell |
677,873
-61,294
| -8% | -$2.19M | 0.14% | 164 |
|
|
2025
Q3 | $26.2M | Buy |
739,167
+18,766
| +3% | +$641K | 0.17% | 133 |
|
|
2025
Q2 | $23.5M | Buy |
720,401
+23,392
| +3% | +$704K | 0.17% | 134 |
|
|
2025
Q1 | $20.5M | Buy |
697,009
+7,366
| +1% | +$234K | 0.17% | 144 |
|
|
2024
Q4 | $22.3M | Buy |
689,643
+37,500
| +6% | +$1.29M | 0.19% | 122 |
|
|
2024
Q3 | $22.5M | Buy |
652,143
+38,563
| +6% | +$1.31M | 0.2% | 117 |
|
|
2024
Q2 | $20.5M | Buy |
613,580
+61,567
| +11% | +$2.09M | 0.21% | 117 |
|
|
2024
Q1 | $20.5M | Sell |
552,013
-2,033
| -0.4% | -$74.2K | 0.23% | 114 |
|
|
2023
Q4 | $19.6M | Buy |
554,046
+148,970
| +37% | +$4.75M | 0.1% | 229 |
|
|
2023
Q3 | $12.5M | Buy |
405,076
+41,368
| +11% | +$1.31M | 0.07% | 326 |
|
|
2023
Q2 | $12.4M | Buy |
363,708
+266,942
| +276% | +$8.44M | 0.07% | 324 |
|
|
2023
Q1 | $2.9M | Buy |
96,766
+29,294
| +43% | +$901K | 0.02% | 676 |
|
|
2022
Q4 | $2.09M | Sell |
67,472
-36,524
| -35% | -$1.1M | 0.02% | 727 |
|
|
2022
Q3 | $2.77M | Buy |
103,996
+24,926
| +32% | +$775K | 0.02% | 598 |
|
|
2022
Q2 | $2.3M | Buy |
79,070
+12,867
| +19% | +$419K | 0.02% | 625 |
|
|
2022
Q1 | $2.48M | Sell |
66,203
-7,094
| -10% | -$251K | 0.02% | 643 |
|
|
2021
Q4 | $2.76M | Sell |
73,297
-7,149
| -9% | -$252K | 0.02% | 599 |
|
|
2021
Q3 | $2.39M | Buy |
80,446
+5,163
| +7% | +$165K | 0.02% | 589 |
|
|
2021
Q2 | $2.42M | Buy |
75,283
+25,069
| +50% | +$827K | 0.02% | 578 |
|
|
2021
Q1 | $1.61M | Buy |
50,214
+4,971
| +11% | +$152K | 0.02% | 627 |
|
|
2020
Q4 | $1.37M | Sell |
45,243
-414
| -0.9% | -$11.9K | 0.02% | 606 |
|
|
2020
Q3 | $1.18M | Buy |
45,657
+4,893
| +12% | +$121K | 0.02% | 588 |
|
|
2020
Q2 | $948K | Sell |
40,764
-33,927
| -45% | -$751K | 0.01% | 644 |
|
|
2020
Q1 | $1.43M | Buy |
74,691
+9,801
| +15% | +$229K | 0.03% | 394 |
|
|
2019
Q4 | $1.56M | Sell |
64,890
-4,551
| -7% | -$108K | 0.03% | 417 |
|
|
2019
Q3 | $1.6M | Buy |
69,441
+1,797
| +3% | +$41.8K | 0.05% | 321 |
|
|
2019
Q2 | $1.75M | Buy |
67,644
+58,224
| +618% | +$1.5M | 0.05% | 272 |
|
|
2019
Q1 | $235K | Buy |
+9,420
| New | +$218K | 0.02% | 551 |
|
|
2018
Q4 | – | Sell |
-23,772
| Closed | -$587K | – | 503 |
|
|
2018
Q3 | $587K | Buy |
23,772
+2,820
| +13% | +$67.2K | 0.03% | 293 |
|
|
2018
Q2 | $445K | Buy |
+20,952
| New | +$431K | 0.03% | 274 |
|
Other funds holding CSX
VCM
VPM
AE Wealth Management's CSX Position: Q1 2026 in Review
AE Wealth Management increased its CSX Corp (CSX) stake by 0.24% in Q1 2026, buying an estimated $64.4K and bringing the position to 679,515 shares worth $27.9M. The position accounts for 0.15% of the portfolio, ranked #152.
AE Wealth Management first reported a position in CSX in Q2 2018 and has held it in 31 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- AE Wealth Management held 679,515 shares of CSX Corp worth $27.9M as of Q1 2026.
- AE Wealth Management bought 1,642 CSX Corp shares in Q1 2026, an estimated $64.4K.
- CSX Corp made up 0.15% of AE Wealth Management's portfolio in Q1 2026, its #152 holding.
- AE Wealth Management first reported a position in CSX Corp in Q2 2018 and has held it in 31 quarters since.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.