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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CSX Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its CSX Corp (CSX) position steady in Q2 2026 at 3,850 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #142.

Atlantic Edge Private Wealth Management first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $757K in Q4 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,850 shares of CSX Corp worth $183K as of Q2 2026.
Atlantic Edge Private Wealth Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #142 holding.
Atlantic Edge Private Wealth Management first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's CSX Corp position peaked at $757K in Q4 2024.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.