CPC
CSX icon

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
Q2 		$419K Sell
8,819
-127
-1% -$5.73K 0.06% 110
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
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 $3.37T AUM 44.26% 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

Consolidated Planning Corp's CSX Position: Q2 2026 in Review

Consolidated Planning Corp reduced its CSX Corp (CSX) stake by 1.4% in Q2 2026, selling an estimated $5.73K and leaving 8,819 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #110.

Consolidated Planning Corp first reported a position in CSX in Q3 2021 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Consolidated Planning Corp held 8,819 shares of CSX Corp worth $419K as of Q2 2026.
  • Consolidated Planning Corp sold 127 CSX Corp shares in Q2 2026, an estimated $5.73K.
  • CSX Corp made up 0.06% of Consolidated Planning Corp's portfolio in Q2 2026, its #110 holding.
  • Consolidated Planning Corp first reported a position in CSX Corp in Q3 2021 and has held it in 12 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.