Axxcess Wealth Management
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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
Q3 		$4.27M Sell
91,721
-12,913
-12% -$640K 0.17% 144
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 		$5.72M Buy
+151,985
New +$5.36M 0.42% 50

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Axxcess Wealth Management's CSX Position: Q3 2026 in Review

Axxcess Wealth Management reduced its CSX Corp (CSX) stake by 12% in Q3 2026, selling an estimated $640K and leaving 91,721 shares worth $4.27M. The position accounts for 0.17% of the portfolio, ranked #144.

Axxcess Wealth Management first reported a position in CSX in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q1 2024. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Axxcess Wealth Management held 91,721 shares of CSX Corp worth $4.27M as of Q3 2026.
  • Axxcess Wealth Management sold 12,913 CSX Corp shares in Q3 2026, an estimated $640K.
  • CSX Corp made up 0.17% of Axxcess Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Axxcess Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's CSX Corp position peaked at $11.4M in Q1 2024.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.