Congress Wealth Management’s CSX Corp CSX Stock Holding History

Congress 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
2025 Q2	$546K	Sell	16,724 -888	-5%	-$26.7K	0.01%	898
2025 Q1	$521K	Sell	17,612 -16,068	-48%	-$510K	0.01%	807
2024 Q4	$1.09M	Buy	+33,680	New	+$1.16M	0.01%	506
2024 Q1	–	Sell	-20,206	Closed	-$701K	–	590
2023 Q4	$701K	Buy	+20,206	New	+$644K	0.01%	421
2022 Q4	–	Sell	-8,331	Closed	-$222K	–	560
2022 Q3	$222K	Sell	8,331 -550	-6%	-$17.1K	0.01%	511
2022 Q2	$258K	Sell	8,881 -911	-9%	-$29.7K	0.01%	498
2022 Q1	$367K	Buy	9,792 +1,008	+11%	+$35.7K	0.01%	478
2021 Q4	$330K	Buy	+8,784	New	+$310K	0.01%	519

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Congress Wealth Management's CSX Position: Q2 2025 in Review

Congress Wealth Management reduced its CSX Corp (CSX) stake by 5% in Q2 2025, selling an estimated $26.7K and leaving 16,724 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #898.

Congress Wealth Management first reported a position in CSX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2024. 1,699 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Congress Wealth Management held 16,724 shares of CSX Corp worth $546K as of Q2 2025.
Congress Wealth Management sold 888 CSX Corp shares in Q2 2025, an estimated $26.7K.
CSX Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #898 holding.
Congress Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 8 quarters since.
Congress Wealth Management's CSX Corp position peaked at $1.09M in Q4 2024.
1,699 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.