CFFP
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Center for Financial Planning’s CSX Corp CSX Stock Holding History

Center for Financial Planning’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 		$34.2K Hold
720
– – ﹤0.01% 370
2026
Q1 		$29.6K Hold
720
– – ﹤0.01% 370
2025
Q4 		$26.1K Hold
720
– – ﹤0.01% 380
2025
Q3 		$25.6K Hold
720
– – ﹤0.01% 389
2025
Q2 		$23.5K Hold
720
– – ﹤0.01% 378
2025
Q1 		$21.2K Sell
720
-350
-33% -$11.1K ﹤0.01% 386
2024
Q4 		$34.5K Buy
1,070
+720
+206% +$24.7K ﹤0.01% 300
2024
Q3 		$12.1K Sell
350
-350
-50% -$11.9K ﹤0.01% 383
2024
Q2 		$23.4K Sell
700
-460
-40% -$15.6K ﹤0.01% 308
2024
Q1 		$43K Sell
1,160
-320
-22% -$11.7K 0.01% 260
2023
Q4 		$51.3K Hold
1,480
– – 0.01% 219
2023
Q3 		$45.5K Sell
1,480
-320
-18% -$10.1K 0.01% 223
2023
Q2 		$61.4K Hold
1,800
– – 0.01% 199
2023
Q1 		$53.9K Hold
1,800
– – 0.01% 207
2022
Q4 		$55.8K Hold
1,800
– – 0.01% 209
2022
Q3 		$48K Hold
1,800
– – 0.01% 212
2022
Q2 		$52K Hold
1,800
– – 0.01% 214
2022
Q1 		$67K Hold
1,800
– – 0.01% 206
2021
Q4 		$68K Hold
1,800
– – 0.01% 203
2021
Q3 		$54K Hold
1,800
– – 0.01% 213
2021
Q2 		$58K Hold
1,800
– – 0.01% 208
2021
Q1 		$58K Hold
1,800
– – 0.02% 202
2020
Q4 		$54K Hold
1,800
– – 0.02% 196
2020
Q3 		$47K Hold
1,800
– – 0.02% 190
2020
Q2 		$42K Sell
1,800
-213
-11% -$4.71K 0.01% 199
2020
Q1 		$38K Buy
2,013
+213
+12% +$4.97K 0.01% 197
2019
Q4 		$43K Buy
+1,800
New +$42.6K 0.01% 194

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

Center for Financial Planning's CSX Position: Q2 2026 in Review

Center for Financial Planning held its CSX Corp (CSX) position steady in Q2 2026 at 720 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Center for Financial Planning first reported a position in CSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $68K in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Center for Financial Planning held 720 shares of CSX Corp worth $34.2K as of Q2 2026.
  • Center for Financial Planning left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #370 holding.
  • Center for Financial Planning first reported a position in CSX Corp in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's CSX Corp position peaked at $68K in Q4 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.