Cary Street Partners Investment Advisory’s CSX Corp CSX Stock Holding History

Cary Street Partners Investment Advisory’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	$189K	Buy	3,977 +116	+3%	+$5.24K	0.04%	390
2026 Q1	$158K	Sell	3,861 -345	-8%	-$13.5K	0.04%	387
2025 Q4	$152K	Buy	4,206 +871	+26%	+$31.2K	0.04%	370
2025 Q3	$118K	Sell	3,335 -2,428	-42%	-$82.9K	0.05%	340
2025 Q2	$188K	Sell	5,763 -31	-0.5%	-$933	0.09%	257
2025 Q1	$171K	Buy	5,794 +617	+12%	+$19.6K	0.1%	238
2024 Q4	$167K	Sell	5,177 -28,380	-85%	-$973K	0.11%	206
2024 Q3	$1.16M	Sell	33,557 -512	-2%	-$17.4K	0.04%	346
2024 Q2	$1.14M	Sell	34,069 -611	-2%	-$20.8K	0.05%	325
2024 Q1	$1.29M	Sell	34,680 -192	-0.6%	-$7.01K	0.05%	310
2023 Q4	$1.21M	Buy	34,872 +1,398	+4%	+$44.5K	0.06%	292
2023 Q3	$1.03M	Buy	33,474 +3,531	+12%	+$112K	0.06%	301
2023 Q2	$1.02M	Buy	29,943 +599	+2%	+$18.9K	0.07%	252
2023 Q1	$879K	Sell	29,344 -958	-3%	-$29.4K	0.06%	256
2022 Q4	$939K	Sell	30,302 -99	-0.3%	-$2.98K	0.07%	238
2022 Q3	$810K	Buy	30,401 +3,338	+12%	+$104K	0.07%	252
2022 Q2	$786K	Buy	+27,063	New	+$882K	0.07%	239
2021 Q1	–	Sell	-67,248	Closed	-$2.03M	–	335
2020 Q4	$2.03M	Buy	67,248 +65,733	+4,339%	+$1.89M	0.39%	60
2020 Q3	$39K	Buy	+1,515	New	+$37.4K	0.01%	529

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's CSX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its CSX Corp (CSX) stake by 3% in Q2 2026, buying an estimated $5.24K and bringing the position to 3,977 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #390.

Cary Street Partners Investment Advisory first reported a position in CSX in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2020. 1,473 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Cary Street Partners Investment Advisory held 3,977 shares of CSX Corp worth $189K as of Q2 2026.
Cary Street Partners Investment Advisory bought 116 CSX Corp shares in Q2 2026, an estimated $5.24K.
CSX Corp made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #390 holding.
Cary Street Partners Investment Advisory first reported a position in CSX Corp in Q3 2020 and has held it in 19 quarters since.
Cary Street Partners Investment Advisory's CSX Corp position peaked at $2.03M in Q4 2020.
1,473 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.