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Bogart Wealth LLC’s CSX Corp CSX Stock Holding History

Bogart Wealth LLC’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 		$27.6K Buy
581
+244
+72% +$11K ﹤0.01% 697
2026
Q1 		$13.9K Buy
337
+98
+41% +$3.84K ﹤0.01% 826
2025
Q4 		$8.68K Buy
239
+45
+23% +$1.61K ﹤0.01% 889
2025
Q3 		$6.9K Buy
194
+66
+52% +$2.25K ﹤0.01% 907
2025
Q2 		$4.18K Buy
128
+18
+16% +$542 ﹤0.01% 977
2025
Q1 		$3.24K Sell
110
-179
-62% -$5.68K ﹤0.01% 993
2024
Q4 		$9.32K Buy
289
+264
+1,056% +$9.05K ﹤0.01% 758
2024
Q3 		$858 Hold
25
– – ﹤0.01% 1037
2024
Q2 		$828 Hold
25
– – ﹤0.01% 1016
2024
Q1 		$914 Buy
+25
New +$912 ﹤0.01% 976
2023
Q4 		– Sell
-270
Closed -$8.3K – 1080
2023
Q3 		$8.3K Buy
+270
New +$8.55K ﹤0.01% 632
2023
Q2 		– Sell
-183
Closed -$5.48K – 1062
2023
Q1 		$5.48K Buy
183
+180
+6,000% +$5.53K ﹤0.01% 695
2022
Q4 		$97 Hold
3
– – ﹤0.01% 987
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1018
2022
Q2 		$0 Buy
3
+2
+200% +$65 ﹤0.01% 904
2022
Q1 		$0 Hold
1
– – ﹤0.01% 787
2021
Q4 		$0 Hold
1
– – ﹤0.01% 761
2021
Q3 		$0 Buy
+1
New +$32 ﹤0.01% 727

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

Bogart Wealth LLC's CSX Position: Q2 2026 in Review

Bogart Wealth LLC increased its CSX Corp (CSX) stake by 72% in Q2 2026, buying an estimated $11K and bringing the position to 581 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Bogart Wealth LLC first reported a position in CSX in Q3 2021 and has held it in 18 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Bogart Wealth LLC held 581 shares of CSX Corp worth $27.6K as of Q2 2026.
  • Bogart Wealth LLC bought 244 CSX Corp shares in Q2 2026, an estimated $11K.
  • CSX Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #697 holding.
  • Bogart Wealth LLC first reported a position in CSX Corp in Q3 2021 and has held it in 18 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.