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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
Q3 		$1.44M Sell
31,044
-828
-3% -$41.1K 0.45% 20
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% +$2.22K 0.46% 18
2022
Q3 		$909K Sell
34,108
-2,868
-8% -$89.1K 0.42% 18
2022
Q2 		$1.08M 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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Biltmore Wealth Management's CSX Position: Q3 2026 in Review

Biltmore Wealth Management reduced its CSX Corp (CSX) stake by 2.6% in Q3 2026, selling an estimated $41.1K and leaving 31,044 shares worth $1.44M. The position accounts for 0.45% of the portfolio, ranked #20.

Biltmore Wealth Management first reported a position in CSX in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.51M in Q2 2026. 356 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Biltmore Wealth Management held 31,044 shares of CSX Corp worth $1.44M as of Q3 2026.
  • Biltmore Wealth Management sold 828 CSX Corp shares in Q3 2026, an estimated $41.1K.
  • CSX Corp made up 0.45% of Biltmore Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Biltmore Wealth Management first reported a position in CSX Corp in Q1 2021 and has held it in 23 quarters since.
  • Biltmore Wealth Management's CSX Corp position peaked at $1.51M in Q2 2026.
  • 356 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.