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 Q2	$353K	Sell	7,434 -3,366	-31%	-$152K	0.06%	128
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	$288K	Hold	10,800	–	–	0.16%	56
2022 Q2	$314K	Buy	+10,800	New	+$352K	0.19%	53

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

CM Wealth Advisors's CSX Position: Q2 2026 in Review

CM Wealth Advisors reduced its CSX Corp (CSX) stake by 31% in Q2 2026, selling an estimated $152K and leaving 7,434 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #128.

CM Wealth Advisors first reported a position in CSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $443K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

CM Wealth Advisors held 7,434 shares of CSX Corp worth $353K as of Q2 2026.
CM Wealth Advisors sold 3,366 CSX Corp shares in Q2 2026, an estimated $152K.
CSX Corp made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #128 holding.
CM Wealth Advisors first reported a position in CSX Corp in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's CSX Corp position peaked at $443K in Q1 2026.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.