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Biltmore Wealth Management’s CSX Corp CSX Stock Holding History

Biltmore 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 		$1.51M Sell
31,872
-664
-2% -$30K 0.47% 20
2026
Q1 		$1.34M Sell
32,536
-334
-1% -$13.1K 0.48% 19
2025
Q4 		$1.19M Sell
32,870
-40
-0.1% -$1.43K 0.45% 20
2025
Q3 		$1.17M Buy
32,910
+1,995
+6% +$68.1K 0.45% 21
2025
Q2 		$1.01M Buy
30,915
+21
+0.1% +$632 0.41% 23
2025
Q1 		$909K Sell
30,894
-146
-0.5% -$4.64K 0.38% 25
2024
Q4 		$1M Sell
31,040
-25
-0.1% -$857 0.42% 23
2024
Q3 		$1.07M Buy
31,065
+1,587
+5% +$53.9K 0.44% 20
2024
Q2 		$986K Sell
29,478
-1,815
-6% -$61.6K 0.43% 24
2024
Q1 		$1.08M Hold
31,293
– – 0.52% 20
2023
Q4 		$1.08M Buy
31,293
+69
+0.2% +$2.2K 0.52% 20
2023
Q3 		$960K Buy
31,224
+77
+0.2% +$2.44K 0.46% 20
2023
Q2 		$1.06M Buy
31,147
+289
+0.9% +$9.14K 0.45% 19
2023
Q1 		$924K Sell
30,858
-3,324
-10% -$102K 0.37% 21
2022
Q4 		$1.06M Buy
34,182
+74
+0.2% +$2.23K 0.46% 18
2022
Q3 		$909K Sell
34,108
-2,868
-8% -$89.1K 0.42% 18
2022
Q2 		$1.07M Sell
36,976
-200
-0.5% -$6.52K 0.47% 19
2022
Q1 		$1.39M Sell
37,176
-212
-0.6% -$7.5K 0.54% 18
2021
Q4 		$1.41M Sell
37,388
-141
-0.4% -$4.97K 0.53% 18
2021
Q3 		$1.12M Buy
37,529
+12,129
+48% +$388K 0.45% 18
2021
Q2 		$815K Buy
25,400
+149
+0.6% +$4.91K 0.33% 28
2021
Q1 		$812K Buy
+25,251
New +$771K 0.35% 21

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

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

Biltmore Wealth Management reduced its CSX Corp (CSX) stake by 2% in Q2 2026, selling an estimated $30K and leaving 31,872 shares worth $1.51M. The position accounts for 0.47% of the portfolio, ranked #20.

Biltmore Wealth Management first reported a position in CSX in Q1 2021 and has held it in 22 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Biltmore Wealth Management held 31,872 shares of CSX Corp worth $1.51M as of Q2 2026.
  • Biltmore Wealth Management sold 664 CSX Corp shares in Q2 2026, an estimated $30K.
  • CSX Corp made up 0.47% of Biltmore Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Biltmore Wealth Management first reported a position in CSX Corp in Q1 2021 and has held it in 22 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.