BWM
CSX icon

Bernard Wealth Management’s CSX Corp CSX Stock Holding History

Bernard 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
Q1 		$93.8K Hold
2,286
– – 0.04% 99
2025
Q4 		$82.9K Hold
2,286
– – 0.03% 107
2025
Q3 		$81.2K Hold
2,286
– – 0.03% 108
2025
Q2 		$74.6K Sell
2,286
-71
-3% -$2.14K 0.03% 107
2025
Q1 		$69.4K Buy
2,357
+71
+3% +$2.25K 0.03% 103
2024
Q4 		$73.8K Buy
+2,286
New +$78.4K 0.03% 103

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernard Wealth Management's CSX Position: Q1 2026 in Review

Bernard Wealth Management held its CSX Corp (CSX) position steady in Q1 2026 at 2,286 shares worth $93.8K. The position accounts for 0.04% of the portfolio, ranked #99.

Bernard Wealth Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Bernard Wealth Management held 2,286 shares of CSX Corp worth $93.8K as of Q1 2026.
  • Bernard Wealth Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.04% of Bernard Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Bernard Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.