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Cornerstone Planning Group’s CSX Corp CSX Stock Holding History

Cornerstone Planning Group’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 		$106K Buy
2,351
+217
+10% +$8.51K 0.01% 239
2025
Q4 		$79.8K Sell
2,134
-336
-14% -$12K 0.01% 247
2025
Q3 		$88K Buy
2,470
+959
+63% +$32.7K 0.01% 226
2025
Q2 		$53.9K Buy
1,511
+97
+7% +$2.92K 0.01% 228
2025
Q1 		$39K Buy
1,414
+444
+46% +$14.1K 0.01% 282
2024
Q4 		$32.6K Buy
970
+134
+16% +$4.6K 0.01% 239
2024
Q3 		$27.8K Sell
836
-64
-7% -$2.17K 0.01% 255
2024
Q2 		$29.7K Sell
900
-50
-5% -$1.7K 0.01% 265
2024
Q1 		$32.2K Sell
950
-35
-4% -$1.28K 0.01% 227
2023
Q4 		$34.1K Sell
985
-3
-0.3% -$96 0.01% 236
2023
Q3 		$30.4K Sell
988
-203
-17% -$6.43K 0.01% 250
2023
Q2 		$40.6K Buy
+1,191
New +$37.7K 0.02% 276
2022
Q4 		$5.33K Buy
+169
New +$5.08K ﹤0.01% 863

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Planning Group's CSX Position: Q1 2026 in Review

Cornerstone Planning Group increased its CSX Corp (CSX) stake by 10% in Q1 2026, buying an estimated $8.51K and bringing the position to 2,351 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #239.

Cornerstone Planning Group first reported a position in CSX in Q4 2022 and has held it in 13 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Cornerstone Planning Group held 2,351 shares of CSX Corp worth $106K as of Q1 2026.
  • Cornerstone Planning Group bought 217 CSX Corp shares in Q1 2026, an estimated $8.51K.
  • CSX Corp made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #239 holding.
  • Cornerstone Planning Group first reported a position in CSX Corp in Q4 2022 and has held it in 13 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.