Cornerstone Planning’s CSX Corp CSX Stock Holding History

Cornerstone Planning’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	$582K	Hold	12,236	–	–	0.13%	106
2026 Q1	$502K	Hold	12,236	–	–	0.11%	111
2025 Q4	$444K	Buy	+12,236	New	+$438K	0.1%	105
2024 Q4	$395K	Buy	+12,236	New	+$420K	0.15%	98

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cornerstone Planning's CSX Position: Q2 2026 in Review

Cornerstone Planning held its CSX Corp (CSX) position steady in Q2 2026 at 12,236 shares worth $582K. The position accounts for 0.13% of the portfolio, ranked #106.

Cornerstone Planning first reported a position in CSX in Q4 2024 and has held it in 4 quarters since. 1,983 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Cornerstone Planning held 12,236 shares of CSX Corp worth $582K as of Q2 2026.
Cornerstone Planning left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.13% of Cornerstone Planning's portfolio in Q2 2026, its #106 holding.
Cornerstone Planning first reported a position in CSX Corp in Q4 2024 and has held it in 4 quarters since.
1,983 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.