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Cerro Pacific Wealth Advisors’s CSX Corp CSX Stock Holding History

Cerro Pacific Wealth Advisors’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 		$359K Buy
7,556
+1,727
+30% +$78K 0.08% 132
2026
Q1 		$239K Buy
+5,829
New +$228K 0.06% 145

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

Cerro Pacific Wealth Advisors's CSX Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its CSX Corp (CSX) stake by 30% in Q2 2026, buying an estimated $78K and bringing the position to 7,556 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #132.

Cerro Pacific Wealth Advisors first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,991 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 7,556 shares of CSX Corp worth $359K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 1,727 CSX Corp shares in Q2 2026, an estimated $78K.
  • CSX Corp made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Cerro Pacific Wealth Advisors first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,991 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.