Circle Wealth Management’s CSX Corp CSX Stock Holding History

Circle 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
2026 Q2	$324K	Hold	6,812	–	–	﹤0.01%	222
2026 Q1	$280K	Buy	+6,812	New	+$267K	﹤0.01%	239

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Circle Wealth Management's CSX Position: Q2 2026 in Review

Circle Wealth Management held its CSX Corp (CSX) position steady in Q2 2026 at 6,812 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Circle Wealth Management first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Circle Wealth Management held 6,812 shares of CSX Corp worth $324K as of Q2 2026.
Circle Wealth Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #222 holding.
Circle Wealth Management first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.