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Atlantic Private Wealth’s CSX Corp CSX Stock Holding History

Atlantic Private Wealth’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
Q1 		$21.3K Hold
520
– – 0.01% 171
2025
Q4 		$18.9K Buy
520
+20
+4% +$716 0.01% 174
2025
Q3 		$17.8K Hold
500
– – 0.01% 160
2025
Q2 		$16.3K Hold
500
– – 0.01% 165
2025
Q1 		$14.7K Sell
500
-1,125
-69% -$35.7K 0.01% 166
2024
Q4 		$52.4K Buy
1,625
+1,125
+225% +$38.6K 0.04% 85
2024
Q3 		$17.3K Buy
+500
New +$17K 0.01% 143

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlantic Private Wealth's CSX Position: Q1 2026 in Review

Atlantic Private Wealth held its CSX Corp (CSX) position steady in Q1 2026 at 520 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #171.

Atlantic Private Wealth first reported a position in CSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.4K in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Atlantic Private Wealth held 520 shares of CSX Corp worth $21.3K as of Q1 2026.
  • Atlantic Private Wealth left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #171 holding.
  • Atlantic Private Wealth first reported a position in CSX Corp in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's CSX Corp position peaked at $52.4K in Q4 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.