Consolidated Planning Corp’s CSX Corp CSX Stock Holding History

Consolidated Planning Corp’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	$367K	Buy	8,946 +2,997	+50%	+$117K	0.06%	109
2025 Q4	$216K	Hold	5,949	–	–	0.02%	194
2025 Q3	$211K	Buy	+5,949	New	+$203K	0.02%	184
2025 Q1	–	Sell	-7,511	Closed	-$242K	–	190
2024 Q4	$242K	Sell	7,511 -145	-2%	-$4.97K	0.03%	184
2024 Q3	$264K	Buy	7,656 +43	+0.6%	+$1.46K	0.04%	170
2024 Q2	$255K	Sell	7,613 -900	-11%	-$30.6K	0.04%	161
2024 Q1	$316K	Hold	8,513	–	–	0.05%	132
2023 Q4	$295K	Sell	8,513 -60	-0.7%	-$1.91K	0.06%	124
2023 Q3	$264K	Hold	8,573	–	–	0.06%	129
2023 Q2	$292K	Buy	+8,573	New	+$271K	0.06%	135
2021 Q4	–	Sell	-555	Closed	-$17K	–	146
2021 Q3	$17K	Buy	+555	New	+$17.8K	0.01%	259

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Consolidated Planning Corp's CSX Position: Q1 2026 in Review

Consolidated Planning Corp increased its CSX Corp (CSX) stake by 50% in Q1 2026, buying an estimated $117K and bringing the position to 8,946 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #109.

Consolidated Planning Corp first reported a position in CSX in Q3 2021 and has held it in 11 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Consolidated Planning Corp held 8,946 shares of CSX Corp worth $367K as of Q1 2026.
Consolidated Planning Corp bought 2,997 CSX Corp shares in Q1 2026, an estimated $117K.
CSX Corp made up 0.06% of Consolidated Planning Corp's portfolio in Q1 2026, its #109 holding.
Consolidated Planning Corp first reported a position in CSX Corp in Q3 2021 and has held it in 11 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.