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Beacon Investment Advisory Services’s CSX Corp CSX Stock Holding History

Beacon Investment Advisory Services’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 		$171K Hold
3,594
– – 0.01% 271
2026
Q1 		$148K Buy
+3,594
New +$141K 0.01% 282
2024
Q4 		– Sell
-8,694
Closed -$300K – 252
2024
Q3 		$300K Buy
8,694
+1,500
+21% +$50.9K 0.01% 218
2024
Q2 		$241K Sell
7,194
-2,200
-23% -$74.7K 0.01% 241
2024
Q1 		$348K Buy
+9,394
New +$343K 0.02% 214

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

Beacon Investment Advisory Services's CSX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its CSX Corp (CSX) position steady in Q2 2026 at 3,594 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #271.

Beacon Investment Advisory Services first reported a position in CSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $348K in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Beacon Investment Advisory Services held 3,594 shares of CSX Corp worth $171K as of Q2 2026.
  • Beacon Investment Advisory Services left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #271 holding.
  • Beacon Investment Advisory Services first reported a position in CSX Corp in Q1 2024 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's CSX Corp position peaked at $348K in Q1 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.