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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
Q2 		$111K Sell
2,231
-120
-5% -$5.42K 0.01% 232
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 $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

Cornerstone Planning Group's CSX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CSX Corp (CSX) stake by 5.1% in Q2 2026, selling an estimated $5.42K and leaving 2,231 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #232.

Cornerstone Planning Group first reported a position in CSX in Q4 2022 and has held it in 14 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Cornerstone Planning Group held 2,231 shares of CSX Corp worth $111K as of Q2 2026.
  • Cornerstone Planning Group sold 120 CSX Corp shares in Q2 2026, an estimated $5.42K.
  • CSX Corp made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #232 holding.
  • Cornerstone Planning Group first reported a position in CSX Corp in Q4 2022 and has held it in 14 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.