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Castle Wealth Management’s CSX Corp CSX Stock Holding History

Castle 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 		$1.02M Sell
21,523
-143
-0.7% -$6.46K 0.3% 64
2026
Q1 		$889K Buy
21,666
+772
+4% +$30.3K 0.29% 67
2025
Q4 		$757K Sell
20,894
-1,214
-5% -$43.4K 0.25% 69
2025
Q3 		$785K Buy
22,108
+869
+4% +$29.7K 0.27% 68
2025
Q2 		$693K Sell
21,239
-1,834
-8% -$55.2K 0.25% 69
2025
Q1 		$679K Buy
23,073
+984
+4% +$31.3K 0.27% 69
2024
Q4 		$713K Buy
22,089
+1,413
+7% +$48.5K 0.28% 69
2024
Q3 		$714K Buy
20,676
+2,201
+12% +$74.7K 0.29% 67
2024
Q2 		$618K Buy
18,475
+3,451
+23% +$117K 0.3% 69
2024
Q1 		$557K Sell
15,024
-389
-3% -$14.2K 0.29% 77
2023
Q4 		$534K Buy
15,413
+367
+2% +$11.7K 0.32% 73
2023
Q3 		$463K Buy
15,046
+5,703
+61% +$181K 0.33% 68
2023
Q2 		$319K Buy
9,343
+77
+0.8% +$2.44K 0.22% 85
2023
Q1 		$277K Sell
9,266
-2,297
-20% -$70.6K 0.21% 92
2022
Q4 		$358K Sell
11,563
-91
-0.8% -$2.74K 0.23% 75
2022
Q3 		$310K Buy
11,654
+8,556
+276% +$266K 0.19% 81
2022
Q2 		$90K Buy
+3,098
New +$101K 0.05% 155

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

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

Castle Wealth Management reduced its CSX Corp (CSX) stake by 0.66% in Q2 2026, selling an estimated $6.46K and leaving 21,523 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #64.

Castle Wealth Management first reported a position in CSX in Q2 2022 and has held it in 17 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Castle Wealth Management held 21,523 shares of CSX Corp worth $1.02M as of Q2 2026.
  • Castle Wealth Management sold 143 CSX Corp shares in Q2 2026, an estimated $6.46K.
  • CSX Corp made up 0.3% of Castle Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Castle Wealth Management first reported a position in CSX Corp in Q2 2022 and has held it in 17 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.