Crewe Advisors’s CSX Corp CSX Stock Holding History

Crewe Advisors’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	$2.18K	Sell	53 -31	-37%	-$1.22K	﹤0.01%	901
2025 Q4	$3.04K	Buy	+84	New	+$3.01K	﹤0.01%	816
2024 Q3	–	Sell	-1,299	Closed	-$43.5K	–	779
2024 Q2	$43.5K	Buy	1,299 +1,166	+877%	+$39.6K	﹤0.01%	390
2024 Q1	$4.93K	Buy	+133	New	+$4.85K	﹤0.01%	732
2023 Q4	–	Sell	-26	Closed	-$800	–	477
2023 Q3	$800	Buy	26 +5	+24%	+$158	﹤0.01%	373
2023 Q2	$717	Buy	+21	New	+$664	﹤0.01%	605
2023 Q1	–	Sell	-296	Closed	-$9.17K	–	866
2022 Q4	$9.17K	Sell	296 -612	-67%	-$18.4K	﹤0.01%	566
2022 Q3	$24K	Buy	908 +237	+35%	+$7.37K	﹤0.01%	429
2022 Q2	$19K	Buy	+671	New	+$21.9K	﹤0.01%	430
2020 Q4	–	Sell	-60	Closed	-$2K	–	496
2020 Q3	$2K	Buy	+60	New	+$1.48K	﹤0.01%	489

Other funds holding CSX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return