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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 $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

Blue Bell Private Wealth Management's CSX Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its CSX Corp (CSX) stake by 4.4% in Q1 2026, selling an estimated $22.3K and leaving 12,342 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #163.

Blue Bell Private Wealth Management first reported a position in CSX in Q4 2013 and has held it in 30 quarters since. The position peaked at $971K in Q4 2021. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Blue Bell Private Wealth Management held 12,342 shares of CSX Corp worth $507K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 570 CSX Corp shares in Q1 2026, an estimated $22.3K.
  • CSX Corp made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Blue Bell Private Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's CSX Corp position peaked at $971K in Q4 2021.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.