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Brass Tax Wealth Management’s CSX Corp CSX Stock Holding History

Brass Tax 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
2025
Q3 		$468K Buy
13,174
+362
+3% +$12.4K 0.08% 128
2025
Q2 		$418K Buy
12,812
+1
+0% +$30 0.08% 130
2025
Q1 		$377K Hold
12,811
– – 0.08% 127
2024
Q4 		$413K Sell
12,811
-265
-2% -$9.09K 0.09% 110
2024
Q3 		$452K Buy
13,076
+520
+4% +$17.6K 0.1% 98
2024
Q2 		$420K Buy
12,556
+3,556
+40% +$121K 0.18% 69
2024
Q1 		$334K Buy
+9,000
New +$328K 0.17% 74

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brass Tax Wealth Management's CSX Position: Q3 2025 in Review

Brass Tax Wealth Management increased its CSX Corp (CSX) stake by 2.8% in Q3 2025, buying an estimated $12.4K and bringing the position to 13,174 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #128.

Brass Tax Wealth Management first reported a position in CSX in Q1 2024 and has held it in 7 quarters since. 1,737 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Brass Tax Wealth Management held 13,174 shares of CSX Corp worth $468K as of Q3 2025.
  • Brass Tax Wealth Management bought 362 CSX Corp shares in Q3 2025, an estimated $12.4K.
  • CSX Corp made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #128 holding.
  • Brass Tax Wealth Management first reported a position in CSX Corp in Q1 2024 and has held it in 7 quarters since.
  • 1,737 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.