Creative Planning’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.1M | Sell |
831,813
-64,758
| -7% | -$2.54M | 0.02% | 285 |
|
|
2025
Q4 | $32.5M | Buy |
896,571
+56,670
| +7% | +$2.03M | 0.02% | 274 |
|
|
2025
Q3 | $29.8M | Buy |
839,901
+36,300
| +5% | +$1.24M | 0.02% | 279 |
|
|
2025
Q2 | $26.2M | Buy |
803,601
+113,966
| +17% | +$3.43M | 0.02% | 282 |
|
|
2025
Q1 | $20.3M | Sell |
689,635
-13,704
| -2% | -$435K | 0.02% | 322 |
|
|
2024
Q4 | $22.7M | Buy |
703,339
+68,643
| +11% | +$2.35M | 0.02% | 270 |
|
|
2024
Q3 | $21.9M | Buy |
634,696
+13,613
| +2% | +$462K | 0.02% | 265 |
|
|
2024
Q2 | $20.8M | Buy |
621,083
+134,104
| +28% | +$4.55M | 0.02% | 261 |
|
|
2024
Q1 | $18.1M | Buy |
486,979
+47,628
| +11% | +$1.74M | 0.02% | 289 |
|
|
2023
Q4 | $15.2M | Buy |
439,351
+18,675
| +4% | +$595K | 0.03% | 298 |
|
|
2023
Q3 | $12.9M | Sell |
420,676
-21,455
| -5% | -$680K | 0.02% | 307 |
|
|
2023
Q2 | $15.1M | Buy |
442,131
+20,905
| +5% | +$661K | 0.02% | 269 |
|
|
2023
Q1 | $12.6M | Sell |
421,226
-10,666
| -2% | -$328K | 0.02% | 296 |
|
|
2022
Q4 | $13.4M | Buy |
431,892
+33,844
| +9% | +$1.02M | 0.02% | 272 |
|
|
2022
Q3 | $10.6M | Sell |
398,048
-1,612
| -0.4% | -$50.1K | 0.02% | 292 |
|
|
2022
Q2 | $11.6M | Buy |
399,660
+30,496
| +8% | +$994K | 0.02% | 292 |
|
|
2022
Q1 | $13.8M | Sell |
369,164
-654
| -0.2% | -$23.1K | 0.02% | 271 |
|
|
2021
Q4 | $13.9M | Sell |
369,818
-23,717
| -6% | -$836K | 0.02% | 233 |
|
|
2021
Q3 | $11.7M | Sell |
393,535
-14,389
| -4% | -$461K | 0.02% | 242 |
|
|
2021
Q2 | $13.1M | Sell |
407,924
-53,350
| -12% | -$1.76M | 0.02% | 224 |
|
|
2021
Q1 | $14.8M | Sell |
461,274
-35,151
| -7% | -$1.07M | 0.03% | 216 |
|
|
2020
Q4 | $15M | Buy |
496,425
+10,647
| +2% | +$306K | 0.03% | 197 |
|
|
2020
Q3 | $12.6M | Buy |
485,778
+30,315
| +7% | +$748K | 0.03% | 181 |
|
|
2020
Q2 | $10.6M | Buy |
455,463
+534
| +0.1% | +$11.8K | 0.03% | 186 |
|
|
2020
Q1 | $8.69M | Buy |
454,929
+15,168
| +3% | +$354K | 0.03% | 180 |
|
|
2019
Q4 | $10.6M | Sell |
439,761
-2,502
| -0.6% | -$59.2K | 0.03% | 181 |
|
|
2019
Q3 | $10.2M | Sell |
442,263
-2,187
| -0.5% | -$50.9K | 0.03% | 174 |
|
|
2019
Q2 | $11.5M | Sell |
444,450
-3,204
| -0.7% | -$82.5K | 0.04% | 160 |
|
|
2019
Q1 | $11.2M | Sell |
447,654
-28,965
| -6% | -$671K | 0.04% | 150 |
|
|
2018
Q4 | $9.87M | Buy |
476,619
+17,613
| +4% | +$405K | 0.04% | 146 |
|
|
2018
Q3 | $11.3M | Sell |
459,006
-21,432
| -4% | -$511K | 0.04% | 149 |
|
|
2018
Q2 | $10.2M | Buy |
480,438
+27,789
| +6% | +$572K | 0.04% | 153 |
|
|
2018
Q1 | $8.41M | Buy |
452,649
+1,209
| +0.3% | +$22.6K | 0.03% | 164 |
|
|
2017
Q4 | $8.28M | Buy |
451,440
+24,570
| +6% | +$435K | 0.04% | 167 |
|
|
2017
Q3 | $7.72M | Sell |
426,870
-1,914
| -0.4% | -$32.9K | 0.04% | 170 |
|
|
2017
Q2 | $7.8M | Buy |
428,784
+3,138
| +0.7% | +$53.8K | 0.04% | 165 |
|
|
2017
Q1 | $6.61M | Sell |
425,646
-61,047
| -13% | -$930K | 0.04% | 183 |
|
|
2016
Q4 | $5.83M | Sell |
486,693
-18,696
| -4% | -$210K | 0.04% | 190 |
|
|
2016
Q3 | $5.14M | Buy |
505,389
+176,523
| +54% | +$1.67M | 0.03% | 190 |
|
|
2016
Q2 | $2.86M | Buy |
328,866
+18,261
| +6% | +$159K | 0.02% | 261 |
|
|
2016
Q1 | $2.67M | Sell |
310,605
-36,936
| -11% | -$300K | 0.02% | 264 |
|
|
2015
Q4 | $3.01M | Buy |
347,541
+32,028
| +10% | +$291K | 0.02% | 233 |
|
|
2015
Q3 | $2.83M | Buy |
315,513
+10,743
| +4% | +$105K | 0.03% | 230 |
|
|
2015
Q2 | $3.32M | Buy |
304,770
+105,126
| +53% | +$1.22M | 0.03% | 199 |
|
|
2015
Q1 | $2.2M | Buy |
199,644
+20,838
| +12% | +$240K | 0.02% | 261 |
|
|
2014
Q4 | $2.16M | Buy |
178,806
+31,596
| +21% | +$370K | 0.02% | 257 |
|
|
2014
Q3 | $1.57M | Buy |
147,210
+14,664
| +11% | +$151K | 0.02% | 293 |
|
|
2014
Q2 | $1.36M | Buy |
132,546
+20,373
| +18% | +$198K | 0.02% | 307 |
|
|
2014
Q1 | $1.08M | Buy |
112,173
+1,980
| +2% | +$18.4K | 0.02% | 345 |
|
|
2013
Q4 | $1.06M | Sell |
110,193
-30,036
| -21% | -$269K | 0.02% | 287 |
|
|
2013
Q3 | $1.2M | Buy |
140,229
+1,338
| +1% | +$11.2K | 0.02% | 233 |
|
|
2013
Q2 | $1.07M | Buy |
+138,891
| New | +$1.14M | 0.03% | 216 |
|
Other funds holding CSX
VCM
VPM
Creative Planning's CSX Position: Q1 2026 in Review
Creative Planning reduced its CSX Corp (CSX) stake by 7.2% in Q1 2026, selling an estimated $2.54M and leaving 831,813 shares worth $34.1M. The position accounts for 0.02% of the portfolio, ranked #285.
Creative Planning first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Creative Planning held 831,813 shares of CSX Corp worth $34.1M as of Q1 2026.
- Creative Planning sold 64,758 CSX Corp shares in Q1 2026, an estimated $2.54M.
- CSX Corp made up 0.02% of Creative Planning's portfolio in Q1 2026, its #285 holding.
- Creative Planning first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.