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Bullock Wealth Management’s CSX Corp CSX Stock Holding History

Bullock 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 		$80.2K Buy
1,659
+2
+0.1% +$90 0.03% 238
2026
Q1 		$68.7K Buy
1,657
+3
+0.2% +$118 0.03% 249
2025
Q4 		$60K Buy
1,654
+3
+0.2% +$107 0.03% 250
2025
Q3 		$57.8K Sell
1,651
-59
-3% -$2.02K 0.03% 247
2025
Q2 		$57.2K Sell
1,710
-11
-0.6% -$331 0.03% 234
2025
Q1 		$50.8K Buy
1,721
+140
+9% +$4.45K 0.03% 242
2024
Q4 		$51K Buy
1,581
+3
+0.2% +$103 0.03% 255
2024
Q3 		$54.5K Buy
1,578
+153
+11% +$5.19K 0.03% 233
2024
Q2 		$47.9K Buy
1,425
+61
+4% +$2.07K 0.03% 238
2024
Q1 		$50.2K Buy
+1,364
New +$49.8K 0.03% 243

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

Bullock Wealth Management's CSX Position: Q2 2026 in Review

Bullock Wealth Management increased its CSX Corp (CSX) stake by 0.12% in Q2 2026, buying an estimated $90 and bringing the position to 1,659 shares worth $80.2K. The position accounts for 0.03% of the portfolio, ranked #238.

Bullock Wealth Management first reported a position in CSX in Q1 2024 and has held it in 10 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Bullock Wealth Management held 1,659 shares of CSX Corp worth $80.2K as of Q2 2026.
  • Bullock Wealth Management bought 2 CSX Corp shares in Q2 2026, an estimated $90.
  • CSX Corp made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Bullock Wealth Management first reported a position in CSX Corp in Q1 2024 and has held it in 10 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.