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
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: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 4,222 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in CSX as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in CSX in Q4 2021 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Amplius Wealth Advisors held 4,222 shares of CSX Corp worth $201K as of Q2 2026.
  • CSX Corp was a new Amplius Wealth Advisors position in Q2 2026.
  • CSX Corp made up 0.01% of Amplius Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Amplius Wealth Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.