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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
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 $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

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

Biltmore Wealth Management reduced its CSX Corp (CSX) stake by 1% in Q1 2026, selling an estimated $13.1K and leaving 32,536 shares worth $1.34M. The position accounts for 0.48% of the portfolio, ranked #19.

Biltmore Wealth Management first reported a position in CSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.41M in Q4 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Biltmore Wealth Management held 32,536 shares of CSX Corp worth $1.34M as of Q1 2026.
  • Biltmore Wealth Management sold 334 CSX Corp shares in Q1 2026, an estimated $13.1K.
  • CSX Corp made up 0.48% of Biltmore Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Biltmore Wealth Management first reported a position in CSX Corp in Q1 2021 and has held it in 21 quarters since.
  • Biltmore Wealth Management's CSX Corp position peaked at $1.41M in Q4 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.