AWA
CSX icon

Arkadios Wealth Advisors’s CSX Corp CSX Stock Holding History

Arkadios Wealth 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
2026
Q2 		$3.87M Sell
81,388
-5,290
-6% -$239K 0.06% 325
2026
Q1 		$3.56M Sell
86,678
-1,921
-2% -$75.3K 0.06% 338
2025
Q4 		$3.21M Buy
88,599
+30,947
+54% +$1.11M 0.06% 316
2025
Q3 		$2.05M Buy
57,652
+9,470
+20% +$323K 0.05% 391
2025
Q2 		$1.57M Buy
48,182
+21,906
+83% +$659K 0.05% 412
2025
Q1 		$773K Buy
26,276
+4,773
+22% +$152K 0.03% 550
2024
Q4 		$694K Sell
21,503
-6,207
-22% -$213K 0.04% 424
2024
Q3 		$957K Buy
27,710
+74
+0.3% +$2.51K 0.05% 337
2024
Q2 		$924K Buy
27,636
+1,884
+7% +$64K 0.06% 303
2024
Q1 		$955K Sell
25,752
-1,177
-4% -$43K 0.07% 245
2023
Q4 		$934K Sell
26,929
-533
-2% -$17K 0.08% 238
2023
Q3 		$844K Sell
27,462
-154
-0.6% -$4.88K 0.08% 239
2023
Q2 		$942K Sell
27,616
-552
-2% -$17.5K 0.11% 195
2023
Q1 		$843K Sell
28,168
-6,770
-19% -$208K 0.1% 211
2022
Q4 		$1.08M Buy
34,938
+6,507
+23% +$196K 0.14% 160
2022
Q3 		$757K Buy
28,431
+1,739
+7% +$54.1K 0.11% 193
2022
Q2 		$776K Buy
26,692
+1,961
+8% +$63.9K 0.12% 211
2022
Q1 		$926K Buy
24,731
+1,086
+5% +$38.4K 0.12% 197
2021
Q4 		$889K Buy
23,645
+17
+0.1% +$599 0.12% 207
2021
Q3 		$702K Buy
23,628
+1,624
+7% +$52K 0.1% 230
2021
Q2 		$705K Buy
22,004
+6,224
+39% +$205K 0.09% 261
2021
Q1 		$507K Buy
15,780
+12
+0.1% +$366 0.08% 247
2020
Q4 		$477K Buy
15,768
+3,267
+26% +$93.9K 0.1% 207
2020
Q3 		$334K Buy
12,501
+12
+0.1% +$296 0.17% 132
2020
Q2 		$289K Sell
12,489
-21
-0.2% -$465 0.16% 132
2020
Q1 		$239K Buy
12,510
+63
+0.5% +$1.47K 0.15% 135
2019
Q4 		$331K Buy
+12,447
New +$294K 0.2% 113

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

Arkadios Wealth Advisors's CSX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its CSX Corp (CSX) stake by 6.1% in Q2 2026, selling an estimated $239K and leaving 81,388 shares worth $3.87M. The position accounts for 0.06% of the portfolio, ranked #325.

Arkadios Wealth Advisors first reported a position in CSX in Q4 2019 and has held it in 27 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Arkadios Wealth Advisors held 81,388 shares of CSX Corp worth $3.87M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,290 CSX Corp shares in Q2 2026, an estimated $239K.
  • CSX Corp made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • Arkadios Wealth Advisors first reported a position in CSX Corp in Q4 2019 and has held it in 27 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.