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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
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 $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

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

Aprio Wealth Management increased its CSX Corp (CSX) stake by 8.7% in Q1 2026, buying an estimated $48.4K and bringing the position to 15,347 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #290.

Aprio Wealth Management first reported a position in CSX in Q3 2024 and has held it in 7 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Aprio Wealth Management held 15,347 shares of CSX Corp worth $630K as of Q1 2026.
  • Aprio Wealth Management bought 1,234 CSX Corp shares in Q1 2026, an estimated $48.4K.
  • CSX Corp made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Aprio Wealth Management first reported a position in CSX Corp in Q3 2024 and has held it in 7 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.