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Concord Wealth Partners’s CSX Corp CSX Stock Holding History

Concord Wealth Partners’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 		$285K Sell
6,937
-1
-0% -$39 0.04% 170
2025
Q4 		$252K Hold
6,938
– – 0.03% 175
2025
Q3 		$246K Sell
6,938
-390
-5% -$13.3K 0.03% 177
2025
Q2 		$239K Sell
7,328
-213
-3% -$6.41K 0.03% 185
2025
Q1 		$222K Sell
7,541
-2,454
-25% -$77.9K 0.04% 187
2024
Q4 		$323K Sell
9,995
-83
-0.8% -$2.85K 0.05% 168
2024
Q3 		$348K Buy
10,078
+88
+0.9% +$2.99K 0.06% 158
2024
Q2 		$334K Sell
9,990
-302
-3% -$10.3K 0.06% 159
2024
Q1 		$382K Buy
10,292
+2
+0% +$73 0.07% 161
2023
Q4 		$357K Sell
10,290
-291
-3% -$9.27K 0.07% 150
2023
Q3 		$325K Sell
10,581
-150
-1% -$4.75K 0.07% 148
2023
Q2 		$366K Buy
10,731
+2,177
+25% +$68.9K 0.08% 131
2023
Q1 		$256K Sell
8,554
-1,474
-15% -$45.3K 0.07% 136
2022
Q4 		$311K Buy
10,028
+1,127
+13% +$33.9K 0.09% 120
2022
Q3 		$237K Buy
8,901
+1
+0% +$31 0.08% 139
2022
Q2 		$259K Buy
8,900
+466
+6% +$15.2K 0.07% 135
2022
Q1 		$316K Hold
8,434
– – 0.08% 130
2021
Q4 		$317K Buy
8,434
+3,874
+85% +$137K 0.08% 139
2021
Q3 		$136K Sell
4,560
-3,858
-46% -$124K 0.06% 110
2021
Q2 		$270K Sell
8,418
-1,968
-19% -$64.9K 0.08% 108
2021
Q1 		$334K Buy
10,386
+4,545
+78% +$139K 0.11% 90
2020
Q4 		$177K Buy
+5,841
New +$168K 0.14% 81

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

Concord Wealth Partners's CSX Position: Q1 2026 in Review

Concord Wealth Partners reduced its CSX Corp (CSX) stake by 0.01% in Q1 2026, selling an estimated $39 and leaving 6,937 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #170.

Concord Wealth Partners first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $382K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Concord Wealth Partners held 6,937 shares of CSX Corp worth $285K as of Q1 2026.
  • Concord Wealth Partners sold 1 CSX Corp share in Q1 2026, an estimated $39.
  • CSX Corp made up 0.04% of Concord Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Concord Wealth Partners first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's CSX Corp position peaked at $382K in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.