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CDM Financial Counseling Services’s CSX Corp CSX Stock Holding History

CDM Financial Counseling Services’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 		$523K Sell
11,003
-4,500
-29% -$203K 0.45% 52
2026
Q1 		$636K Hold
15,503
– – 0.61% 40
2025
Q4 		$562K Buy
+15,503
New +$555K 0.53% 46

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

CDM Financial Counseling Services's CSX Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its CSX Corp (CSX) stake by 29% in Q2 2026, selling an estimated $203K and leaving 11,003 shares worth $523K. The position accounts for 0.45% of the portfolio, ranked #52.

CDM Financial Counseling Services first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • CDM Financial Counseling Services held 11,003 shares of CSX Corp worth $523K as of Q2 2026.
  • CDM Financial Counseling Services sold 4,500 CSX Corp shares in Q2 2026, an estimated $203K.
  • CSX Corp made up 0.45% of CDM Financial Counseling Services's portfolio in Q2 2026, its #52 holding.
  • CDM Financial Counseling Services first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's CSX Corp position peaked at $636K in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.