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Blue Bell Private Wealth Management’s CSX Corp CSX Stock Holding History

Blue Bell Private 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 		$513K Sell
10,800
-1,542
-12% -$69.6K 0.06% 183
2026
Q1 		$507K Sell
12,342
-570
-4% -$22.3K 0.07% 163
2025
Q4 		$468K Sell
12,912
-561
-4% -$20.1K 0.07% 169
2025
Q3 		$478K Sell
13,473
-139
-1% -$4.75K 0.07% 156
2025
Q2 		$444K Sell
13,612
-1,676
-11% -$50.4K 0.07% 154
2025
Q1 		$450K Sell
15,288
-1,016
-6% -$32.3K 0.09% 140
2024
Q4 		$526K Sell
16,304
-1,462
-8% -$50.1K 0.1% 125
2024
Q3 		$613K Sell
17,766
-4,082
-19% -$139K 0.12% 104
2024
Q2 		$731K Sell
21,848
-640
-3% -$21.7K 0.15% 88
2024
Q1 		$834K Sell
22,488
-100
-0.4% -$3.65K 0.18% 79
2023
Q4 		$783K Buy
22,588
+60
+0.3% +$1.91K 0.19% 74
2023
Q3 		$693K Hold
22,528
– – 0.19% 76
2023
Q2 		$768K Sell
22,528
-1,500
-6% -$47.4K 0.2% 68
2023
Q1 		$719K Sell
24,028
-1,230
-5% -$37.8K 0.22% 66
2022
Q4 		$782K Hold
25,258
– – 0.26% 55
2022
Q3 		$673K Hold
25,258
– – 0.24% 55
2022
Q2 		$734K Sell
25,258
-617
-2% -$20.1K 0.25% 50
2022
Q1 		$969K Buy
25,875
+50
+0.2% +$1.77K 0.27% 41
2021
Q4 		$971K Buy
+25,825
New +$911K 0.25% 46
2016
Q4 		– Sell
-59,685
Closed -$607K – 296
2016
Q3 		$607K Sell
59,685
-1,251
-2% -$11.8K 0.35% 43
2016
Q2 		$530K Sell
60,936
-2,874
-5% -$25K 0.34% 45
2016
Q1 		$548K Buy
63,810
+3,060
+5% +$24.8K 0.37% 52
2015
Q4 		$525K Hold
60,750
– – 0.36% 52
2015
Q3 		$545K Hold
60,750
– – 0.38% 48
2015
Q2 		$661K Hold
60,750
– – 0.4% 41
2015
Q1 		$670K Hold
60,750
– – 0.4% 42
2014
Q4 		$733K Hold
60,750
– – 0.43% 41
2014
Q3 		$649K Hold
60,750
– – 0.39% 42
2014
Q2 		$624K Hold
60,750
– – 0.38% 46
2014
Q1 		$587K Buy
60,750
+2,100
+4% +$19.5K 0.4% 45
2013
Q4 		$562K Buy
+58,650
New +$526K 0.43% 44

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

Blue Bell Private Wealth Management's CSX Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its CSX Corp (CSX) stake by 12% in Q2 2026, selling an estimated $69.6K and leaving 10,800 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #183.

Blue Bell Private Wealth Management first reported a position in CSX in Q4 2013 and has held it in 31 quarters since. The position peaked at $971K in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Blue Bell Private Wealth Management held 10,800 shares of CSX Corp worth $513K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 1,542 CSX Corp shares in Q2 2026, an estimated $69.6K.
  • CSX Corp made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Blue Bell Private Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 31 quarters since.
  • Blue Bell Private Wealth Management's CSX Corp position peaked at $971K in Q4 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.