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Financial Perspectives’s CSX Corp CSX Stock Holding History

Financial Perspectives’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 		$70K Buy
1,705
+4
+0.2% +$157 0.02% 270
2025
Q4 		$61.7K Buy
1,701
+5
+0.3% +$179 0.02% 280
2025
Q3 		$60.2K Buy
1,696
+5
+0.3% +$171 0.02% 286
2025
Q2 		$55.2K Buy
1,691
+5
+0.3% +$150 0.02% 291
2025
Q1 		$49.6K Sell
1,686
-315
-16% -$10K 0.02% 303
2024
Q4 		$64.6K Sell
2,001
-51
-2% -$1.75K 0.02% 272
2024
Q3 		$70.9K Buy
2,052
+5
+0.2% +$170 0.02% 250
2024
Q2 		$68.5K Buy
2,047
+4
+0.2% +$136 0.03% 240
2024
Q1 		$75.7K Buy
2,043
+4
+0.2% +$146 0.03% 235
2023
Q4 		$70.7K Buy
2,039
+4
+0.2% +$127 0.03% 241
2023
Q3 		$62.6K Buy
2,035
+5
+0.2% +$158 0.03% 236
2023
Q2 		$69.2K Buy
2,030
+4
+0.2% +$127 0.03% 233
2023
Q1 		$60.7K Buy
2,026
+5
+0.2% +$154 0.03% 239
2022
Q4 		$62.6K Buy
2,021
+3
+0.1% +$90 0.03% 228
2022
Q3 		$53.8K Buy
2,018
+1,535
+318% +$47.7K 0.03% 226
2022
Q2 		$14K Hold
483
– – 0.01% 396
2022
Q1 		$18.1K Hold
483
– – 0.01% 388
2021
Q4 		$18.2K Hold
483
– – 0.01% 369
2021
Q3 		$14.4K Hold
483
– – 0.01% 400
2021
Q2 		$15.5K Sell
483
-46,089
-99% -$1.52M 0.01% 411
2021
Q1 		$161K Buy
+46,572
New +$1.42M 0.01% 424

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

Financial Perspectives's CSX Position: Q1 2026 in Review

Financial Perspectives increased its CSX Corp (CSX) stake by 0.24% in Q1 2026, buying an estimated $157 and bringing the position to 1,705 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #270.

Financial Perspectives first reported a position in CSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $161K in Q1 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Financial Perspectives held 1,705 shares of CSX Corp worth $70K as of Q1 2026.
  • Financial Perspectives bought 4 CSX Corp shares in Q1 2026, an estimated $157.
  • CSX Corp made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #270 holding.
  • Financial Perspectives first reported a position in CSX Corp in Q1 2021 and has held it in 21 quarters since.
  • Financial Perspectives's CSX Corp position peaked at $161K in Q1 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.