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Baker Tilly Wealth Management’s CSX Corp CSX Stock Holding History

Baker Tilly 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 		$395K Sell
8,309
-64
-0.8% -$2.89K 0.08% 189
2026
Q1 		$344K Buy
8,373
+1,209
+17% +$47.4K 0.08% 197
2025
Q4 		$260K Buy
7,164
+971
+16% +$34.7K 0.06% 236
2025
Q3 		$220K Sell
6,193
-109
-2% -$3.72K 0.05% 253
2025
Q2 		$206K Sell
6,302
-1,725
-21% -$51.9K 0.07% 226
2025
Q1 		$236K Buy
8,027
+71
+0.9% +$2.25K 0.09% 215
2024
Q4 		$257K Buy
7,956
+311
+4% +$10.7K 0.1% 206
2024
Q3 		$264K Sell
7,645
-2,302
-23% -$78.1K 0.12% 198
2024
Q2 		$333K Sell
9,947
-3,543
-26% -$120K 0.14% 179
2024
Q1 		$500K Sell
13,490
-197
-1% -$7.19K 0.09% 252
2023
Q4 		$475K Sell
13,687
-115
-0.8% -$3.66K 0.08% 289
2023
Q3 		$424K Sell
13,802
-293
-2% -$9.28K 0.07% 295
2023
Q2 		$481K Buy
14,095
+1,125
+9% +$35.6K 0.05% 348
2023
Q1 		$388K Sell
12,970
-488
-4% -$15K 0.04% 396
2022
Q4 		$417K Buy
13,458
+220
+2% +$6.62K 0.05% 368
2022
Q3 		$353K Buy
13,238
+102
+0.8% +$3.17K 0.05% 380
2022
Q2 		$382K Buy
13,136
+114
+0.9% +$3.72K 0.05% 370
2022
Q1 		$488K Buy
13,022
+809
+7% +$28.6K 0.05% 353
2021
Q4 		$459K Buy
12,213
+2,586
+27% +$91.2K 0.05% 370
2021
Q3 		$286K Buy
9,627
+2,058
+27% +$65.9K 0.04% 423
2021
Q2 		$243K Buy
+7,569
New +$250K 0.04% 439

Other funds holding CSX

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Baker Tilly Wealth Management's CSX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its CSX Corp (CSX) stake by 0.76% in Q2 2026, selling an estimated $2.89K and leaving 8,309 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #189.

Baker Tilly Wealth Management first reported a position in CSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $500K in Q1 2024. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Baker Tilly Wealth Management held 8,309 shares of CSX Corp worth $395K as of Q2 2026.
  • Baker Tilly Wealth Management sold 64 CSX Corp shares in Q2 2026, an estimated $2.89K.
  • CSX Corp made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Baker Tilly Wealth Management first reported a position in CSX Corp in Q2 2021 and has held it in 21 quarters since.
  • Baker Tilly Wealth Management's CSX Corp position peaked at $500K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.