Connecticut Wealth Management’s CSX Corp CSX Stock Holding History

Connecticut 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 Q2	$989K	Hold	20,814	–	–	0.04%	165
2026 Q1	$854K	Buy	20,814 +3,300	+19%	+$129K	0.04%	175
2025 Q4	$635K	Sell	17,514 -368	-2%	-$13.2K	0.03%	204
2025 Q3	$635K	Hold	17,882	–	–	0.03%	203
2025 Q2	$583K	Hold	17,882	–	–	0.03%	206
2025 Q1	$526K	Hold	17,882	–	–	0.03%	206
2024 Q4	$577K	Hold	17,882	–	–	0.03%	174
2024 Q3	$617K	Buy	17,882 +68	+0.4%	+$2.31K	0.03%	198
2024 Q2	$596K	Sell	17,814 -4,991	-22%	-$170K	0.03%	202
2024 Q1	$845K	Sell	22,805 -793	-3%	-$28.9K	0.05%	167
2023 Q4	$818K	Buy	23,598 +738	+3%	+$23.5K	0.05%	163
2023 Q3	$703K	Sell	22,860 -625	-3%	-$19.8K	0.05%	137
2023 Q2	$801K	Hold	23,485	–	–	0.06%	112
2023 Q1	$703K	Sell	23,485 -810	-3%	-$24.9K	0.05%	114
2022 Q4	$753K	Buy	24,295 +975	+4%	+$29.3K	0.06%	97
2022 Q3	$621K	Sell	23,320 -1,830	-7%	-$56.9K	0.06%	99
2022 Q2	$731K	Buy	25,150 +277	+1%	+$9.03K	0.06%	101
2022 Q1	$932K	Sell	24,873 -268	-1%	-$9.48K	0.07%	89
2021 Q4	$945K	Buy	25,141 +17	+0.1%	+$599	0.07%	88
2021 Q3	$747K	Buy	25,124 +7,938	+46%	+$254K	0.07%	92
2021 Q2	$542K	Sell	17,186 -1	-0%	-$33	0.05%	116
2021 Q1	$552K	Buy	17,187 +141	+0.8%	+$4.3K	0.05%	94
2020 Q4	$516K	Sell	17,046 -1,506	-8%	-$43.3K	0.05%	107
2020 Q3	$480K	Hold	18,552	–	–	0.05%	125
2020 Q2	$431K	Sell	18,552 -591	-3%	-$13.1K	0.05%	97
2020 Q1	$366K	Hold	19,143	–	–	0.05%	105
2019 Q4	$462K	Sell	19,143 -2,559	-12%	-$60.5K	0.05%	112
2019 Q3	$501K	Buy	21,702 +9	+0%	+$210	0.06%	101
2019 Q2	$559K	Buy	21,693 +1,191	+6%	+$30.7K	0.07%	94
2019 Q1	$511K	Buy	20,502 +2,544	+14%	+$58.9K	0.18%	41
2018 Q4	$372K	Hold	17,958	–	–	0.16%	46
2018 Q3	$449K	Hold	17,958	–	–	0.2%	44
2018 Q2	$385K	Hold	17,958	–	–	0.18%	45
2018 Q1	$328K	Buy	17,958 +7,344	+69%	+$137K	0.19%	46
2017 Q4	$208K	Sell	10,614 -10,614	-50%	-$188K	0.11%	56
2017 Q3	$374K	Hold	21,228	–	–	0.22%	45
2017 Q2	$388K	Hold	21,228	–	–	0.24%	43
2017 Q1	$334K	Hold	21,228	–	–	0.2%	47
2016 Q4	$269K	Sell	21,228 -1,800	-8%	-$20.2K	0.17%	49
2016 Q3	$232K	Buy	+23,028	New	+$218K	0.17%	50

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Connecticut Wealth Management's CSX Position: Q2 2026 in Review

Connecticut Wealth Management held its CSX Corp (CSX) position steady in Q2 2026 at 20,814 shares worth $989K. The position accounts for 0.04% of the portfolio, ranked #165.

Connecticut Wealth Management first reported a position in CSX in Q3 2016 and has held it in 40 quarters since. 905 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Connecticut Wealth Management held 20,814 shares of CSX Corp worth $989K as of Q2 2026.
Connecticut Wealth Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #165 holding.
Connecticut Wealth Management first reported a position in CSX Corp in Q3 2016 and has held it in 40 quarters since.
905 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.