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Baron Wealth Management’s CSX Corp CSX Stock Holding History

Baron 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 		$288K Sell
6,060
-703
-10% -$31.7K 0.07% 206
2026
Q1 		$278K Sell
6,763
-413
-6% -$16.2K 0.08% 196
2025
Q4 		$260K Buy
7,176
+123
+2% +$4.4K 0.08% 193
2025
Q3 		$250K Sell
7,053
-179
-2% -$6.11K 0.08% 186
2025
Q2 		$236K Buy
+7,232
New +$218K 0.08% 185

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

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

Baron Wealth Management reduced its CSX Corp (CSX) stake by 10% in Q2 2026, selling an estimated $31.7K and leaving 6,060 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #206.

Baron Wealth Management first reported a position in CSX in Q2 2025 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Baron Wealth Management held 6,060 shares of CSX Corp worth $288K as of Q2 2026.
  • Baron Wealth Management sold 703 CSX Corp shares in Q2 2026, an estimated $31.7K.
  • CSX Corp made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Baron Wealth Management first reported a position in CSX Corp in Q2 2025 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.