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Burling Wealth Partners’s CSX Corp CSX Stock Holding History

Burling Wealth Partners’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 		– Sell
-6,719
Closed -$276K – 183
2026
Q1 		$276K Sell
6,719
-990
-13% -$38.8K 0.04% 159
2025
Q4 		$279K Buy
7,709
+52
+0.7% +$1.86K 0.04% 167
2025
Q3 		$272K Hold
7,657
– – 0.05% 160
2025
Q2 		$250K Sell
7,657
-2,400
-24% -$72.2K 0.05% 164
2025
Q1 		$296K Hold
10,057
– – 0.06% 143
2024
Q4 		$325K Buy
+10,057
New +$345K 0.07% 138

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

Burling Wealth Partners's CSX Position: Q2 2026 in Review

Burling Wealth Partners sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 6,719 shares — an estimated $276K sold.

Burling Wealth Partners first reported a position in CSX in Q4 2024 and held it in 6 quarters. The position peaked at $325K in Q4 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Burling Wealth Partners reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 6,719 CSX Corp shares in Q2 2026, an estimated $276K.
  • Burling Wealth Partners first reported a position in CSX Corp in Q4 2024 and held it in 6 quarters.
  • Burling Wealth Partners's CSX Corp position peaked at $325K in Q4 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.