Aptus Capital 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
$28.2M Buy
593,668
+20,269
+4% +$915K 0.19% 99
2026
Q1
$23.5M Sell
573,399
-15,227
-3% -$597K 0.18% 100
2025
Q4
$21.3M Buy
588,626
+15,544
+3% +$556K 0.15% 124
2025
Q3
$20.4M Sell
573,082
-76,271
-12% -$2.6M 0.15% 132
2025
Q2
$21.2M Buy
649,353
+600,528
+1,230% +$18.1M 0.17% 120
2025
Q1
$1.44M Sell
48,825
-503,517
-91% -$16M 0.01% 448
2024
Q4
$17.8M Buy
552,342
+62,455
+13% +$2.14M 0.19% 107
2024
Q3
$16.9M Buy
489,887
+86,451
+21% +$2.93M 0.25% 94
2024
Q2
$13.5M Buy
403,436
+92,884
+30% +$3.15M 0.24% 89
2024
Q1
$11.5M Buy
310,552
+23,836
+8% +$870K 0.21% 92
2023
Q4
$9.94M Sell
286,716
-3,840
-1% -$122K 0.27% 81
2023
Q3
$8.93M Sell
290,556
-22,645
-7% -$717K 0.24% 84
2023
Q2
$10.7M Sell
313,201
-23,528
-7% -$744K 0.26% 87
2023
Q1
$10.1M Buy
336,729
+105,123
+45% +$3.23M 0.27% 79
2022
Q4
$7.18M Buy
231,606
+215,771
+1,363% +$6.49M 0.22% 84
2022
Q3
$422K Buy
15,835
+7,968
+101% +$248K 0.01% 343
2022
Q2
$229K Buy
7,867
+1,170
+17% +$38.1K 0.01% 356
2022
Q1
$251K Buy
6,697
+558
+9% +$19.7K 0.01% 384
2021
Q4
$231K Buy
+6,139
New +$216K 0.01% 347
2021
Q2
Sell
-6,351
Closed -$204K 572
2021
Q1
$204K Buy
+6,351
New +$194K 0.01% 334

Other funds holding CSX

Aptus Capital Advisors's CSX Position: Q2 2026 in Review

Aptus Capital Advisors increased its CSX Corp (CSX) stake by 3.5% in Q2 2026, buying an estimated $915K and bringing the position to 593,668 shares worth $28.2M. The position accounts for 0.19% of the portfolio, ranked #99.

Aptus Capital Advisors first reported a position in CSX in Q1 2021 and has held it in 20 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Aptus Capital Advisors held 593,668 shares of CSX Corp worth $28.2M as of Q2 2026.
  • Aptus Capital Advisors bought 20,269 CSX Corp shares in Q2 2026, an estimated $915K.
  • CSX Corp made up 0.19% of Aptus Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Aptus Capital Advisors first reported a position in CSX Corp in Q1 2021 and has held it in 20 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.