Baltimore-Washington Financial Advisors’s CSX Corp CSX Stock Holding History

Baltimore-Washington Financial Advisors’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	$290K	Sell	7,065 -77	-1%	-$3.02K	0.01%	157
2025 Q4	$259K	Buy	7,142 +77	+1%	+$2.75K	0.01%	165
2025 Q3	$251K	Hold	7,065	–	–	0.01%	160
2025 Q2	$231K	Sell	7,065 -120	-2%	-$3.61K	0.01%	158
2025 Q1	$211K	Buy	7,185 +120	+2%	+$3.81K	0.01%	148
2024 Q4	$228K	Hold	7,065	–	–	0.01%	138
2024 Q3	$244K	Sell	7,065 -43	-0.6%	-$1.46K	0.01%	132
2024 Q2	$238K	Hold	7,108	–	–	0.01%	126
2024 Q1	$263K	Sell	7,108 -217	-3%	-$7.92K	0.02%	112
2023 Q4	$254K	Sell	7,325 -1,606	-18%	-$51.2K	0.02%	129
2023 Q3	$275K	Sell	8,931 -1,118	-11%	-$35.4K	0.02%	124
2023 Q2	$343K	Sell	10,049 -620	-6%	-$19.6K	0.03%	114
2023 Q1	$319K	Hold	10,669	–	–	0.03%	118
2022 Q4	$331K	Sell	10,669 -2,158	-17%	-$64.9K	0.03%	114
2022 Q3	$341K	Buy	12,827 +350	+3%	+$10.9K	0.03%	118
2022 Q2	$362K	Sell	12,477 -926	-7%	-$30.2K	0.04%	99
2022 Q1	$1.29M	Buy	+13,403	New	+$474K	0.13%	95
2021 Q4	–	Sell	-38,186	Closed	-$1.35M	–	87
2021 Q3	$1.14M	Sell	38,186 -952	-2%	-$30.5K	0.1%	90
2021 Q2	$1.25M	Sell	39,138 -1,071	-3%	-$35.3K	0.12%	87
2021 Q1	$1.29M	Hold	40,209	–	–	0.13%	85
2020 Q4	$1.22M	Buy	40,209 +1,005	+3%	+$28.9K	0.13%	84
2020 Q3	$1.01M	Buy	39,204 +39,129	+52,172%	+$965K	0.13%	83
2020 Q2	$942K	Sell	75 -43,668	-100%	-$966K	0.13%	87
2020 Q1	$835K	Buy	+43,743	New	+$1.02M	0.15%	85

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

Baltimore-Washington Financial Advisors's CSX Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors reduced its CSX Corp (CSX) stake by 1.1% in Q1 2026, selling an estimated $3.02K and leaving 7,065 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #157.

Baltimore-Washington Financial Advisors first reported a position in CSX in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q1 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Baltimore-Washington Financial Advisors held 7,065 shares of CSX Corp worth $290K as of Q1 2026.
Baltimore-Washington Financial Advisors sold 77 CSX Corp shares in Q1 2026, an estimated $3.02K.
CSX Corp made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #157 holding.
Baltimore-Washington Financial Advisors first reported a position in CSX Corp in Q1 2020 and has held it in 24 quarters since.
Baltimore-Washington Financial Advisors's CSX Corp position peaked at $1.29M in Q1 2022.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.