Financial Consulate’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 | $655K | Buy |
15,956
+81
| +0.5% | +$3.17K | 0.08% | 69 |
|
|
2025
Q4 | $575K | Sell |
15,875
-1,350
| -8% | -$48.3K | 0.08% | 76 |
|
|
2025
Q3 | $612K | Buy |
+17,225
| New | +$588K | 0.09% | 76 |
|
|
2023
Q2 | – | Sell |
-14,961
| Closed | -$448K | – | 59 |
|
|
2023
Q1 | $448K | Sell |
14,961
-1,046
| -7% | -$32.2K | 0.16% | 77 |
|
|
2022
Q4 | $496K | Buy |
16,007
+22
| +0.1% | +$662 | 0.17% | 73 |
|
|
2022
Q3 | $426K | Sell |
15,985
-4,447
| -22% | -$138K | 0.18% | 70 |
|
|
2022
Q2 | $594K | Hold |
20,432
| – | – | 0.28% | 48 |
|
|
2022
Q1 | $765K | Buy |
20,432
+3,928
| +24% | +$139K | 0.29% | 46 |
|
|
2021
Q4 | $621K | Buy |
16,504
+37
| +0.2% | +$1.3K | 0.22% | 57 |
|
|
2021
Q3 | $490K | Hold |
16,467
| – | – | 0.18% | 66 |
|
|
2021
Q2 | $528K | Sell |
16,467
-6,000
| -27% | -$198K | 0.19% | 60 |
|
|
2021
Q1 | $722K | Sell |
22,467
-111
| -0.5% | -$3.39K | 0.29% | 48 |
|
|
2020
Q4 | $683K | Sell |
22,578
-6,339
| -22% | -$182K | 0.29% | 47 |
|
|
2020
Q3 | $749K | Hold |
28,917
| – | – | 0.36% | 38 |
|
|
2020
Q2 | $672K | Hold |
28,917
| – | – | 0.34% | 40 |
|
|
2020
Q1 | $552K | Sell |
28,917
-1,245
| -4% | -$29.1K | 0.33% | 48 |
|
|
2019
Q4 | $728K | Sell |
30,162
-2,028
| -6% | -$48K | 0.32% | 44 |
|
|
2019
Q3 | $743K | Sell |
32,190
-1,200
| -4% | -$27.9K | 0.32% | 46 |
|
|
2019
Q2 | $861K | Hold |
33,390
| – | – | 0.39% | 42 |
|
|
2019
Q1 | $833K | Hold |
33,390
| – | – | 0.38% | 47 |
|
|
2018
Q4 | $692K | Hold |
33,390
| – | – | 0.42% | 52 |
|
|
2018
Q3 | $824K | Hold |
33,390
| – | – | 0.47% | 47 |
|
|
2018
Q2 | $710K | Hold |
33,390
| – | – | 0.36% | 53 |
|
|
2018
Q1 | $620K | Hold |
33,390
| – | – | 0.33% | 53 |
|
|
2017
Q4 | $612K | Hold |
33,390
| – | – | 0.31% | 56 |
|
|
2017
Q3 | $604K | Buy |
33,390
+6,900
| +26% | +$118K | 0.33% | 55 |
|
|
2017
Q2 | $482K | Buy |
26,490
+6,240
| +31% | +$107K | 0.28% | 61 |
|
|
2017
Q1 | $314K | Sell |
20,250
-18,750
| -48% | -$286K | 0.2% | 71 |
|
|
2016
Q4 | $467K | Hold |
39,000
| – | – | 0.34% | 50 |
|
|
2016
Q3 | $397K | Hold |
39,000
| – | – | 0.35% | 42 |
|
|
2016
Q2 | $339K | Hold |
39,000
| – | – | 0.26% | 50 |
|
|
2016
Q1 | $335K | Hold |
39,000
| – | – | 0.23% | 55 |
|
|
2015
Q4 | $337K | Hold |
39,000
| – | – | 0.24% | 52 |
|
|
2015
Q3 | $350K | Hold |
39,000
| – | – | 0.3% | 45 |
|
|
2015
Q2 | $424K | Buy |
+39,000
| New | +$452K | 0.31% | 42 |
|
|
2015
Q1 | – | Sell |
-39,000
| Closed | -$471K | – | 58 |
|
|
2014
Q4 | $471K | Buy |
+39,000
| New | +$457K | 0.31% | 40 |
|
Other funds holding CSX
VCM
VPM
Financial Consulate's CSX Position: Q1 2026 in Review
Financial Consulate increased its CSX Corp (CSX) stake by 0.51% in Q1 2026, buying an estimated $3.17K and bringing the position to 15,956 shares worth $655K. The position accounts for 0.08% of the portfolio, ranked #69.
Financial Consulate first reported a position in CSX in Q4 2014 and has held it in 36 quarters since. The position peaked at $861K in Q2 2019. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Financial Consulate held 15,956 shares of CSX Corp worth $655K as of Q1 2026.
- Financial Consulate bought 81 CSX Corp shares in Q1 2026, an estimated $3.17K.
- CSX Corp made up 0.08% of Financial Consulate's portfolio in Q1 2026, its #69 holding.
- Financial Consulate first reported a position in CSX Corp in Q4 2014 and has held it in 36 quarters since.
- Financial Consulate's CSX Corp position peaked at $861K in Q2 2019.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.