Financial Gravity Asset Management’s CSX Corp CSX Stock Holding History

Financial Gravity Asset 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	$148K	Buy	3,600 +3,424	+1,945%	+$134K	0.03%	187
2025 Q4	$6.38K	Hold	176	–	–	﹤0.01%	537
2025 Q3	$6.25K	Buy	+176	New	+$6.01K	﹤0.01%	644
2025 Q1	$106K	Buy	+3,600	New	+$114K	0.02%	217
2024 Q2	–	Sell	-128	Closed	-$4.76K	–	1652
2024 Q1	$4.76K	Buy	128 +47	+58%	+$1.72K	﹤0.01%	869
2023 Q4	$2.54K	Buy	81 +40	+98%	+$1.27K	﹤0.01%	950
2023 Q3	$1.2K	Buy	+41	New	+$1.3K	﹤0.01%	745
2019 Q4	–	Sell	-12	Closed	–	–	1432
2019 Q3	$0	Sell	12 -417	-97%	-$9.71K	﹤0.01%	1244
2019 Q2	$11K	Buy	429 +24	+6%	+$618	0.01%	574
2019 Q1	$10K	Buy	+405	New	+$9.38K	0.01%	548
2018 Q3	$53K	Buy	+2,400	New	+$57.2K	0.06%	303

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's CSX Position: Q1 2026 in Review

Financial Gravity Asset Management increased its CSX Corp (CSX) stake by 1,945% in Q1 2026, buying an estimated $134K and bringing the position to 3,600 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #187.

Financial Gravity Asset Management first reported a position in CSX in Q3 2018 and has held it in 11 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Financial Gravity Asset Management held 3,600 shares of CSX Corp worth $148K as of Q1 2026.
Financial Gravity Asset Management bought 3,424 CSX Corp shares in Q1 2026, an estimated $134K.
CSX Corp made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #187 holding.
Financial Gravity Asset Management first reported a position in CSX Corp in Q3 2018 and has held it in 11 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.