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Cherry Tree Wealth Management’s CSX Corp CSX Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-162
Closed -$4.77K – 633
2025
Q1 		$4.77K Buy
+162
New +$5.14K ﹤0.01% 539
2023
Q3 		– Sell
-3
Closed -$103 – 594
2023
Q2 		$103 Buy
+3
New +$95 ﹤0.01% 606

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cherry Tree Wealth Management's CSX Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 162 shares — an estimated $4.77K sold.

Cherry Tree Wealth Management first reported a position in CSX in Q2 2023 and held it in 2 quarters. The position peaked at $4.77K in Q1 2025. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 162 CSX Corp shares in Q2 2025, an estimated $4.77K.
  • Cherry Tree Wealth Management first reported a position in CSX Corp in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's CSX Corp position peaked at $4.77K in Q1 2025.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.