Avion Wealth’s CSX Corp CSX Stock Holding History

Avion 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	$89K	Buy	2,189 +287	+15%	+$11.2K	0.02%	159
2025 Q4	$68K	Sell	1,902 -57	-3%	-$2.04K	0.01%	180
2025 Q3	$69K	Buy	1,959 +2	+0.1%	+$68	0.01%	187
2025 Q2	$63K	Sell	1,957 -899	-31%	-$27.1K	0.01%	182
2025 Q1	$92K	Hold	2,856	–	–	0.02%	139
2024 Q4	$92K	Buy	2,856 +1,761	+161%	+$60.4K	0.02%	139
2024 Q3	$37K	Buy	1,095 +19	+2%	+$645	0.01%	194
2024 Q2	$35K	Buy	1,076 +34	+3%	+$1.16K	0.01%	189
2024 Q1	$39K	Buy	1,042 +40	+4%	+$1.46K	0.01%	175
2023 Q4	$35K	Buy	1,002 +820	+451%	+$26.1K	0.01%	173
2023 Q3	$5K	Sell	182 -45	-20%	-$1.43K	﹤0.01%	353
2023 Q2	$7K	Buy	227 +92	+68%	+$2.91K	﹤0.01%	316
2023 Q1	$4K	Hold	135	–	–	﹤0.01%	330
2022 Q4	$3K	Hold	135	–	–	﹤0.01%	353
2022 Q3	$4K	Hold	135	–	–	﹤0.01%	340
2022 Q2	$4K	Buy	+135	New	+$4.4K	﹤0.01%	341

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Avion Wealth's CSX Position: Q1 2026 in Review

Avion Wealth increased its CSX Corp (CSX) stake by 15% in Q1 2026, buying an estimated $11.2K and bringing the position to 2,189 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #159.

Avion Wealth first reported a position in CSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $92K in Q1 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Avion Wealth held 2,189 shares of CSX Corp worth $89K as of Q1 2026.
Avion Wealth bought 287 CSX Corp shares in Q1 2026, an estimated $11.2K.
CSX Corp made up 0.02% of Avion Wealth's portfolio in Q1 2026, its #159 holding.
Avion Wealth first reported a position in CSX Corp in Q2 2022 and has held it in 16 quarters since.
Avion Wealth's CSX Corp position peaked at $92K in Q1 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.