Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CSX Corp CSX Stock Holding History

Carson Wealth (CWM 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
Q1 		$6.69M Buy
162,957
+6,328
+4% +$248K 0.02% 698
2025
Q4 		$5.68M Buy
156,629
+12,415
+9% +$444K 0.02% 729
2025
Q3 		$5.12M Buy
144,214
+15,046
+12% +$514K 0.02% 702
2025
Q2 		$4.21M Buy
129,168
+24,580
+24% +$740K 0.01% 650
2025
Q1 		$3.08M Buy
104,588
+5,614
+6% +$178K 0.01% 676
2024
Q4 		$3.19M Buy
98,974
+725
+0.7% +$24.9K 0.01% 598
2024
Q3 		$3.39M Buy
98,249
+982
+1% +$33.3K 0.01% 545
2024
Q2 		$3.25M Buy
97,267
+2,313
+2% +$78.6K 0.02% 519
2024
Q1 		$3.52M Buy
94,954
+143
+0.2% +$5.22K 0.02% 486
2023
Q4 		$3.29M Sell
94,811
-254,079
-73% -$8.09M 0.02% 477
2023
Q3 		$10.7M Buy
348,890
+2,725
+0.8% +$86.3K 0.07% 232
2023
Q2 		$11.8M Sell
346,165
-4,912
-1% -$155K 0.07% 214
2023
Q1 		$10.5M Buy
351,077
+10,242
+3% +$315K 0.07% 210
2022
Q4 		$10.6M Sell
340,835
-44,058
-11% -$1.32M 0.08% 195
2022
Q3 		$10.3M Buy
384,893
+6,134
+2% +$191K 0.08% 191
2022
Q2 		$11M Sell
378,759
-14,284
-4% -$466K 0.09% 184
2022
Q1 		$14.7M Buy
393,043
+369,826
+1,593% +$13.1M 0.1% 175
2021
Q4 		$873K Buy
+23,217
New +$819K 0.01% 602
2021
Q2 		$668K Sell
20,826
-41,652
-67% -$1.37M 0.01% 629
2021
Q1 		$668K Hold
62,478
– – 0.01% 629
2020
Q4 		$668K Hold
62,478
– – 0.01% 629
2020
Q3 		$668K Hold
62,478
– – 0.01% 629
2020
Q2 		$668K Hold
62,478
– – 0.01% 629
2020
Q1 		$668K Hold
62,478
– – 0.01% 629
2019
Q4 		$668K Hold
62,478
– – 0.01% 629
2019
Q3 		$668K Hold
62,478
– – 0.01% 629
2019
Q2 		$668K Hold
62,478
– – 0.01% 629
2019
Q1 		$668K Buy
62,478
+58,827
+1,611% +$1.36M 0.01% 629
2018
Q4 		$76K Buy
3,651
+762
+26% +$17.5K ﹤0.01% 777
2018
Q3 		$71K Buy
2,889
+2,241
+346% +$53.4K ﹤0.01% 676
2018
Q2 		$14K Buy
648
+474
+272% +$9.76K ﹤0.01% 905
2018
Q1 		$3K Sell
174
-858
-83% -$16K ﹤0.01% 1088
2017
Q4 		$19K Sell
1,032
-303
-23% -$5.37K ﹤0.01% 707
2017
Q3 		$24K Buy
+1,335
New +$22.9K ﹤0.01% 665
2017
Q2 		– Sell
-1,290
Closed -$20K – 1215
2017
Q1 		$20K Buy
1,290
+1,026
+389% +$15.6K ﹤0.01% 597
2016
Q4 		$3K Buy
+264
New +$2.96K ﹤0.01% 916
2016
Q3 		– Sell
-720
Closed -$6K – 997
2016
Q2 		$6K Buy
+720
New +$6.27K ﹤0.01% 601
2016
Q1 		– Sell
-1,200
Closed -$10K – 761
2015
Q4 		$10K Hold
1,200
– – ﹤0.01% 464
2015
Q3 		$11K Buy
+1,200
New +$11.8K ﹤0.01% 442
2014
Q1 		– Sell
-1,800
Closed -$17K – 228
2013
Q4 		$17K Hold
1,800
– – ﹤0.01% 389
2013
Q3 		$15K Buy
+1,800
New +$15.1K ﹤0.01% 289

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CSX Corp (CSX) stake by 4% in Q1 2026, buying an estimated $248K and bringing the position to 162,957 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #698.

Carson Wealth (CWM LLC) first reported a position in CSX in Q3 2013 and has held it in 41 quarters since. The position peaked at $14.7M in Q1 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 162,957 shares of CSX Corp worth $6.69M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,328 CSX Corp shares in Q1 2026, an estimated $248K.
  • CSX Corp made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #698 holding.
  • Carson Wealth (CWM LLC) first reported a position in CSX Corp in Q3 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s CSX Corp position peaked at $14.7M in Q1 2022.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.