Atlantic Edge Private Wealth Management’s CSX Corp CSX Stock Holding History

Atlantic Edge Private 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 Q3	$179K	Hold	3,850	–	–	0.04%	146
2026 Q2	$183K	Hold	3,850	–	–	0.04%	142
2026 Q1	$158K	Hold	3,850	–	–	0.04%	147
2025 Q4	$140K	Hold	3,850	–	–	0.03%	154
2025 Q3	$137K	Buy	3,850 +125	+3%	+$4.27K	0.04%	158
2025 Q2	$122K	Hold	3,725	–	–	0.03%	155
2025 Q1	$110K	Sell	3,725 -19,731	-84%	-$627K	0.03%	156
2024 Q4	$757K	Buy	23,456 +19,581	+505%	+$672K	0.23%	82
2024 Q3	$134K	Sell	3,875 -2,000	-34%	-$67.9K	0.04%	148
2024 Q2	$197K	Sell	5,875 -1,036	-15%	-$35.2K	0.07%	127
2024 Q1	$256K	Sell	6,911 -510	-7%	-$18.6K	0.09%	112
2023 Q4	$257K	Buy	+7,421	New	+$236K	0.1%	110

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CSX Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 3,850 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #146.

Atlantic Edge Private Wealth Management first reported a position in CSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $757K in Q4 2024. 882 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Atlantic Edge Private Wealth Management held 3,850 shares of CSX Corp worth $179K as of Q3 2026.
Atlantic Edge Private Wealth Management left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #146 holding.
Atlantic Edge Private Wealth Management first reported a position in CSX Corp in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's CSX Corp position peaked at $757K in Q4 2024.
882 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.