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Basecamp Wealth Advisors’s CSX Corp CSX Stock Holding History

Basecamp Wealth 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
Q2 		$514K Sell
10,811
-17
-0.2% -$768 0.1% 129
2026
Q1 		$444K Hold
10,828
– – 0.09% 135
2025
Q4 		$393K Buy
+10,828
New +$387K 0.08% 144

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Basecamp Wealth Advisors's CSX Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its CSX Corp (CSX) stake by 0.16% in Q2 2026, selling an estimated $768 and leaving 10,811 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #129.

Basecamp Wealth Advisors first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Basecamp Wealth Advisors held 10,811 shares of CSX Corp worth $514K as of Q2 2026.
  • Basecamp Wealth Advisors sold 17 CSX Corp shares in Q2 2026, an estimated $768.
  • CSX Corp made up 0.1% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Basecamp Wealth Advisors first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,978 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.