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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
2018
Q3 		– Sell
-6
Closed -$8K – 225
2018
Q2 		$8K Hold
6
– – ﹤0.01% 171
2018
Q1 		$6K Buy
+6
New +$112 ﹤0.01% 191

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 $3.38T AUM 44.17% 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. 2,000 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.
  • 2,000 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.