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Diversify Wealth Management’s CSX Corp CSX Stock Holding History

Diversify Wealth Management’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 		$1.79M Buy
39,992
+25,786
+182% +$1.01M 0.03% 411
2025
Q4 		$506K Buy
14,206
+1,421
+11% +$50.9K 0.02% 439
2025
Q3 		$458K Sell
12,785
-1,262
-9% -$43.1K 0.03% 396
2025
Q2 		$503K Sell
14,047
-699
-5% -$21K 0.03% 370
2025
Q1 		$414K Sell
14,746
-4,677
-24% -$149K 0.03% 388
2024
Q4 		$617K Buy
19,423
+424
+2% +$14.5K 0.05% 314
2024
Q3 		$638K Sell
18,999
-857
-4% -$29.1K 0.06% 264
2024
Q2 		$655K Buy
+19,856
New +$674K 0.08% 222

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

Diversify Wealth Management's CSX Position: Q1 2026 in Review

Diversify Wealth Management increased its CSX Corp (CSX) stake by 182% in Q1 2026, buying an estimated $1.01M and bringing the position to 39,992 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #411.

Diversify Wealth Management first reported a position in CSX in Q2 2024 and has held it in 8 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Diversify Wealth Management held 39,992 shares of CSX Corp worth $1.79M as of Q1 2026.
  • Diversify Wealth Management bought 25,786 CSX Corp shares in Q1 2026, an estimated $1.01M.
  • CSX Corp made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #411 holding.
  • Diversify Wealth Management first reported a position in CSX Corp in Q2 2024 and has held it in 8 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.