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Axxcess Wealth Management’s CSX Corp CSX Stock Holding History

Axxcess 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 		$4.97M Buy
104,634
+10,994
+12% +$496K 0.08% 230
2026
Q1 		$3.84M Sell
93,640
-1,277
-1% -$50K 0.12% 146
2025
Q4 		$3.44M Sell
94,917
-2,558
-3% -$91.5K 0.06% 276
2025
Q3 		$3.46M Sell
97,475
-1,750
-2% -$59.8K 0.07% 215
2025
Q2 		$3.24M Buy
99,225
+525
+0.5% +$15.8K 0.08% 206
2025
Q1 		$2.9M Sell
98,700
-172,203
-64% -$5.47M 0.08% 199
2024
Q4 		$8.74M Sell
270,903
-837
-0.3% -$28.7K 0.21% 85
2024
Q3 		$9.38M Buy
271,740
+4,593
+2% +$156K 0.23% 78
2024
Q2 		$8.94M Sell
267,147
-39,667
-13% -$1.35M 0.24% 77
2024
Q1 		$11.4M Sell
306,814
-1,537
-0.5% -$56.1K 0.31% 65
2023
Q4 		$10.7M Buy
308,351
+52,711
+21% +$1.68M 0.31% 71
2023
Q3 		$7.86M Buy
255,640
+69,898
+38% +$2.21M 0.27% 78
2023
Q2 		$6.33M Sell
185,742
-28,759
-13% -$910K 0.46% 47
2023
Q1 		$6.42M Buy
214,501
+5,165
+2% +$159K 0.49% 45
2022
Q4 		$6.49M Buy
209,336
+52,042
+33% +$1.56M 0.53% 43
2022
Q3 		$4.19M Buy
157,294
+5,180
+3% +$161K 0.4% 55
2022
Q2 		$4.42M Sell
152,114
-20,277
-12% -$661K 0.41% 57
2022
Q1 		$6.46M Buy
172,391
+20,406
+13% +$722K 0.5% 41
2021
Q4 		$5.71M Buy
+151,985
New +$5.36M 0.42% 50

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Axxcess Wealth Management's CSX Position: Q2 2026 in Review

Axxcess Wealth Management increased its CSX Corp (CSX) stake by 12% in Q2 2026, buying an estimated $496K and bringing the position to 104,634 shares worth $4.97M. The position accounts for 0.08% of the portfolio, ranked #230.

Axxcess Wealth Management first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2024. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Axxcess Wealth Management held 104,634 shares of CSX Corp worth $4.97M as of Q2 2026.
  • Axxcess Wealth Management bought 10,994 CSX Corp shares in Q2 2026, an estimated $496K.
  • CSX Corp made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Axxcess Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's CSX Corp position peaked at $11.4M in Q1 2024.
  • 907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.