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Angeles Wealth Management’s CSX Corp CSX Stock Holding History

Angeles Wealth Management’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 		$454K Buy
11,048
+1,941
+21% +$76.1K 0.02% 248
2025
Q4 		$330K Buy
9,107
+1,626
+22% +$58.2K 0.02% 280
2025
Q3 		$266K Buy
7,481
+15
+0.2% +$512 0.02% 279
2025
Q2 		$244K Buy
+7,466
New +$225K 0.02% 292
2025
Q1 		– Sell
-9,453
Closed -$305K – 372
2024
Q4 		$305K Buy
9,453
+464
+5% +$15.9K 0.03% 208
2024
Q3 		$310K Buy
8,989
+253
+3% +$8.59K 0.03% 193
2024
Q2 		$292K Sell
8,736
-1,719
-16% -$58.4K 0.03% 184
2024
Q1 		$388K Sell
10,455
-342
-3% -$12.5K 0.04% 140
2023
Q4 		$374K Sell
10,797
-117
-1% -$3.73K 0.05% 131
2023
Q3 		$336K Buy
10,914
+314
+3% +$9.95K 0.05% 117
2023
Q2 		$361K Buy
10,600
+752
+8% +$23.8K 0.05% 126
2023
Q1 		$295K Sell
9,848
-345
-3% -$10.6K 0.04% 137
2022
Q4 		$316K Buy
10,193
+933
+10% +$28.1K 0.06% 123
2022
Q3 		$247K Buy
9,260
+220
+2% +$6.84K 0.05% 136
2022
Q2 		$263K Sell
9,040
-194
-2% -$6.32K 0.05% 142
2022
Q1 		$346K Buy
+9,234
New +$327K 0.07% 127

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

Angeles Wealth Management's CSX Position: Q1 2026 in Review

Angeles Wealth Management increased its CSX Corp (CSX) stake by 21% in Q1 2026, buying an estimated $76.1K and bringing the position to 11,048 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #248.

Angeles Wealth Management first reported a position in CSX in Q1 2022 and has held it in 16 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Angeles Wealth Management held 11,048 shares of CSX Corp worth $454K as of Q1 2026.
  • Angeles Wealth Management bought 1,941 CSX Corp shares in Q1 2026, an estimated $76.1K.
  • CSX Corp made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Angeles Wealth Management first reported a position in CSX Corp in Q1 2022 and has held it in 16 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.