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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
Q2 		$330K Sell
6,936
-1
-0% -$45 0.04% 172
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Concord Wealth Partners's CSX Position: Q2 2026 in Review

Concord Wealth Partners reduced its CSX Corp (CSX) stake by 0.01% in Q2 2026, selling an estimated $45 and leaving 6,936 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #172.

Concord Wealth Partners first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $382K in Q1 2024. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Concord Wealth Partners held 6,936 shares of CSX Corp worth $330K as of Q2 2026.
  • Concord Wealth Partners sold 1 CSX Corp share in Q2 2026, an estimated $45.
  • CSX Corp made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Concord Wealth Partners first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's CSX Corp position peaked at $382K in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.