Amplius Wealth Advisors’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
Q3
$212K Buy
4,555
+333
+8% +$16.5K 0.01% 210
2026
Q2
$201K Buy
+4,222
New +$191K 0.01% 208
2022
Q1
– Sell
-2,384
Closed -$89K – 330
2021
Q4
$89K Buy
+2,384
New +$84.1K 0.01% 259

Other funds holding CSX

Amplius Wealth Advisors's CSX Position: Q3 2026 in Review

Amplius Wealth Advisors increased its CSX Corp (CSX) stake by 7.9% in Q3 2026, buying an estimated $16.5K and bringing the position to 4,555 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #210.

Amplius Wealth Advisors first reported a position in CSX in Q4 2021 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Amplius Wealth Advisors held 4,555 shares of CSX Corp worth $212K as of Q3 2026.
  • Amplius Wealth Advisors bought 333 CSX Corp shares in Q3 2026, an estimated $16.5K.
  • CSX Corp made up 0.01% of Amplius Wealth Advisors's portfolio in Q3 2026, its #210 holding.
  • Amplius Wealth Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.