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Asset Planning Inc’s CSX Corp CSX Stock Holding History

Asset Planning Inc’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 		$336K Sell
7,078
-496
-7% -$22.4K 0.22% 64
2026
Q1 		$311K Buy
7,574
+6
+0.1% +$235 0.22% 60
2025
Q4 		$274K Buy
7,568
+5
+0.1% +$179 0.19% 71
2025
Q3 		$269K Buy
7,563
+6
+0.1% +$205 0.19% 73
2025
Q2 		$247K Buy
7,557
+7
+0.1% +$211 0.19% 72
2025
Q1 		$222K Buy
7,550
+6
+0.1% +$191 0.17% 76
2024
Q4 		$243K Buy
+7,544
New +$259K 0.19% 70

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

Asset Planning Inc's CSX Position: Q2 2026 in Review

Asset Planning Inc reduced its CSX Corp (CSX) stake by 6.5% in Q2 2026, selling an estimated $22.4K and leaving 7,078 shares worth $336K. The position accounts for 0.22% of the portfolio, ranked #64.

Asset Planning Inc first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Asset Planning Inc held 7,078 shares of CSX Corp worth $336K as of Q2 2026.
  • Asset Planning Inc sold 496 CSX Corp shares in Q2 2026, an estimated $22.4K.
  • CSX Corp made up 0.22% of Asset Planning Inc's portfolio in Q2 2026, its #64 holding.
  • Asset Planning Inc first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.