CM Wealth Advisors’s CSX Corp CSX Stock Holding History

CM 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 Q1	$443K	Buy	10,800 +3,037	+39%	+$119K	0.09%	88
2025 Q4	$281K	Sell	7,763 -3,037	-28%	-$109K	0.06%	118
2025 Q3	$384K	Hold	10,800	–	–	0.1%	68
2025 Q2	$352K	Hold	10,800	–	–	0.1%	67
2025 Q1	$318K	Hold	10,800	–	–	0.1%	68
2024 Q4	$349K	Hold	10,800	–	–	0.11%	65
2024 Q3	$373K	Hold	10,800	–	–	0.12%	61
2024 Q2	$361K	Hold	10,800	–	–	0.17%	50
2024 Q1	$367K	Hold	10,800	–	–	0.1%	112
2023 Q4	$374K	Hold	10,800	–	–	0.16%	53
2023 Q3	$336K	Hold	10,800	–	–	0.13%	56
2023 Q2	$365K	Hold	10,800	–	–	0.12%	89
2023 Q1	$326K	Hold	10,800	–	–	0.06%	305
2022 Q4	$335K	Hold	10,800	–	–	0.17%	51
2022 Q3	$288M	Hold	10,800	–	–	0.16%	56
2022 Q2	$314K	Buy	+10,800	New	+$352K	0.19%	53

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CM Wealth Advisors's CSX Position: Q1 2026 in Review

CM Wealth Advisors increased its CSX Corp (CSX) stake by 39% in Q1 2026, buying an estimated $119K and bringing the position to 10,800 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #88.

CM Wealth Advisors first reported a position in CSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $288M in Q3 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

CM Wealth Advisors held 10,800 shares of CSX Corp worth $443K as of Q1 2026.
CM Wealth Advisors bought 3,037 CSX Corp shares in Q1 2026, an estimated $119K.
CSX Corp made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #88 holding.
CM Wealth Advisors first reported a position in CSX Corp in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's CSX Corp position peaked at $288M in Q3 2022.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.