Capstone Financial Advisors’s CSX Corp CSX Stock Holding History

Capstone Financial Advisors’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 Q1	$313K	Hold	7,614	–	–	0.02%	134
2025 Q4	$276K	Hold	7,614	–	–	0.01%	141
2025 Q3	$270K	Hold	7,614	–	–	0.01%	145
2025 Q2	$248K	Hold	7,614	–	–	0.01%	137
2025 Q1	$224K	Hold	7,614	–	–	0.01%	134
2024 Q4	$246K	Hold	7,614	–	–	0.02%	128
2024 Q3	$263K	Buy	7,614 +21	+0.3%	+$713	0.02%	124
2024 Q2	$254K	Hold	7,593	–	–	0.02%	126
2024 Q1	$281K	Hold	7,593	–	–	0.02%	116
2023 Q4	$263K	Sell	7,593 -346	-4%	-$11K	0.02%	114
2023 Q3	$244K	Buy	7,939 +346	+5%	+$11K	0.02%	110
2023 Q2	$259K	Buy	+7,593	New	+$240K	0.02%	108

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Capstone Financial Advisors's CSX Position: Q1 2026 in Review

Capstone Financial Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 7,614 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #134.

Capstone Financial Advisors first reported a position in CSX in Q2 2023 and has held it in 12 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Capstone Financial Advisors held 7,614 shares of CSX Corp worth $313K as of Q1 2026.
Capstone Financial Advisors left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #134 holding.
Capstone Financial Advisors first reported a position in CSX Corp in Q2 2023 and has held it in 12 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.