CWM
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Collaborative Wealth Management’s CSX Corp CSX Stock Holding History

Collaborative 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
Q1 		– Sell
-5,714
Closed -$207K – 180
2025
Q4 		$207K Buy
+5,714
New +$204K 0.07% 229
2022
Q3 		– Sell
-7,880
Closed -$229K – 171
2022
Q2 		$229K Buy
+7,880
New +$257K 0.15% 163
2021
Q4 		$285K Buy
+7,590
New +$268K 0.16% 169
2021
Q1 		$295K Buy
+23,640
New +$722K 0.17% 155

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Collaborative Wealth Management's CSX Position: Q1 2026 in Review

Collaborative Wealth Management sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 5,714 shares — an estimated $207K sold.

Collaborative Wealth Management first reported a position in CSX in Q1 2021 and held it in 4 quarters. The position peaked at $295K in Q1 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Collaborative Wealth Management reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,714 CSX Corp shares in Q1 2026, an estimated $207K.
  • Collaborative Wealth Management first reported a position in CSX Corp in Q1 2021 and held it in 4 quarters.
  • Collaborative Wealth Management's CSX Corp position peaked at $295K in Q1 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.