CWP
CSX icon

CFM Wealth Partners’s CSX Corp CSX Stock Holding History

CFM Wealth Partners’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 		$269K Hold
5,657
– – 0.03% 128
2026
Q1 		$232K Hold
5,657
– – 0.03% 138
2025
Q4 		$205K Hold
5,657
– – 0.03% 140
2025
Q3 		$201K Sell
5,657
-965
-15% -$33K 0.03% 146
2025
Q2 		$216K Sell
6,622
-497
-7% -$15K 0.03% 135
2025
Q1 		$210K Sell
7,119
-1,879
-21% -$59.7K 0.04% 137
2024
Q4 		$290K Sell
8,998
-11,665
-56% -$400K 0.05% 117
2024
Q3 		$713K Buy
20,663
+1,515
+8% +$51.4K 0.12% 87
2024
Q2 		$641K Buy
19,148
+1,481
+8% +$50.3K 0.12% 92
2024
Q1 		$655K Buy
17,667
+865
+5% +$31.6K 0.13% 94
2023
Q4 		$583K Sell
16,802
-32
-0.2% -$1.02K 0.13% 99
2023
Q3 		$518K Buy
16,834
+1,832
+12% +$58K 0.14% 94
2023
Q2 		$512K Sell
15,002
-193
-1% -$6.11K 0.12% 113
2023
Q1 		$455K Buy
15,195
+150
+1% +$4.61K 0.12% 113
2022
Q4 		$466K Buy
15,045
+449
+3% +$13.5K 0.14% 111
2022
Q3 		$389K Buy
+14,596
New +$454K 0.12% 116
2020
Q3 		– Sell
-5,100
Closed -$118K – 225
2020
Q2 		$118K Hold
5,100
– – 0.04% 185
2020
Q1 		$97K Hold
5,100
– – 0.05% 198
2019
Q4 		$130K Buy
+5,100
New +$121K 0.05% 178

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

CFM Wealth Partners's CSX Position: Q2 2026 in Review

CFM Wealth Partners held its CSX Corp (CSX) position steady in Q2 2026 at 5,657 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #128.

CFM Wealth Partners first reported a position in CSX in Q4 2019 and has held it in 19 quarters since. The position peaked at $713K in Q3 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • CFM Wealth Partners held 5,657 shares of CSX Corp worth $269K as of Q2 2026.
  • CFM Wealth Partners left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • CFM Wealth Partners first reported a position in CSX Corp in Q4 2019 and has held it in 19 quarters since.
  • CFM Wealth Partners's CSX Corp position peaked at $713K in Q3 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.