Aptus Capital Advisors’s CSX Corp CSX Stock Holding History

Aptus Capital Advisors’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
2022 Q2	–	Sell	-2,500,000	Closed	-$93.6M	–	673
2022 Q1	$93.6M	Buy	+2,500,000	New	+$88.4M	2.33%	12

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Aptus Capital Advisors's CSX Position: Q1 2026 in Review

Aptus Capital Advisors reduced its CSX Corp (CSX) stake by 2.6% in Q1 2026, selling an estimated $597K and leaving 573,399 shares worth $23.5M. The position accounts for 0.18% of the portfolio, ranked #100.

Aptus Capital Advisors first reported a position in CSX in Q1 2021 and has held it in 19 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Aptus Capital Advisors held 573,399 shares of CSX Corp worth $23.5M as of Q1 2026.
Aptus Capital Advisors sold 15,227 CSX Corp shares in Q1 2026, an estimated $597K.
CSX Corp made up 0.18% of Aptus Capital Advisors's portfolio in Q1 2026, its #100 holding.
Aptus Capital Advisors first reported a position in CSX Corp in Q1 2021 and has held it in 19 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.