AWM
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Aprio Wealth Management’s CSX Corp CSX Stock Holding History

Aprio 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
Q2 		$732K Buy
15,410
+63
+0.4% +$2.85K 0.04% 295
2026
Q1 		$630K Buy
15,347
+1,234
+9% +$48.4K 0.03% 290
2025
Q4 		$568K Sell
14,113
-183
-1% -$6.55K 0.03% 288
2025
Q3 		$508K Buy
14,296
+773
+6% +$26.4K 0.05% 216
2025
Q2 		$441K Buy
13,523
+4,732
+54% +$142K 0.05% 211
2025
Q1 		$259K Buy
8,791
+716
+9% +$22.7K 0.03% 299
2024
Q4 		$261K Buy
8,075
+24
+0.3% +$823 0.04% 238
2024
Q3 		$278K Buy
+8,051
New +$273K 0.04% 211

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aprio Wealth Management's CSX Position: Q2 2026 in Review

Aprio Wealth Management increased its CSX Corp (CSX) stake by 0.41% in Q2 2026, buying an estimated $2.85K and bringing the position to 15,410 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #295.

Aprio Wealth Management first reported a position in CSX in Q3 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Aprio Wealth Management held 15,410 shares of CSX Corp worth $732K as of Q2 2026.
  • Aprio Wealth Management bought 63 CSX Corp shares in Q2 2026, an estimated $2.85K.
  • CSX Corp made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Aprio Wealth Management first reported a position in CSX Corp in Q3 2024 and has held it in 8 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.