FWM
CSX icon

Fingerlakes Wealth Management’s CSX Corp CSX Stock Holding History

Fingerlakes 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
Q2 		$1.22M Buy
25,715
+62
+0.2% +$2.8K 0.66% 40
2026
Q1 		$1.05M Sell
25,653
-1,376
-5% -$53.9K 0.7% 38
2025
Q4 		$980K Sell
27,029
-159
-0.6% -$5.69K 0.62% 41
2025
Q3 		$965K Sell
27,188
-364
-1% -$12.4K 0.63% 40
2025
Q2 		$899K Sell
27,552
-5,843
-17% -$176K 0.67% 38
2025
Q1 		$983K Sell
33,395
-8,812
-21% -$280K 0.84% 33
2024
Q4 		$1.36M Sell
42,207
-378
-0.9% -$13K 1.1% 28
2024
Q3 		$1.47M Sell
42,585
-347
-0.8% -$11.8K 1.22% 26
2024
Q2 		$1.44M Sell
42,932
-1,965
-4% -$66.7K 1.29% 26
2024
Q1 		$1.66M Sell
44,897
-2,874
-6% -$105K 1.61% 21
2023
Q4 		$1.66M Sell
47,771
-208
-0.4% -$6.63K 1.78% 19
2023
Q3 		$1.48M Sell
47,979
-201
-0.4% -$6.37K 1.8% 17
2023
Q2 		$1.64M Sell
48,180
-1,247
-3% -$39.4K 1.88% 15
2023
Q1 		$1.48M Sell
49,427
-134
-0.3% -$4.12K 1.84% 15
2022
Q4 		$1.54M Sell
49,561
-593
-1% -$17.8K 2.11% 13
2022
Q3 		$1.34M Sell
50,154
-4,723
-9% -$147K 1.95% 13
2022
Q2 		$1.59M Sell
54,877
-676
-1% -$22K 2.18% 11
2022
Q1 		$2.08M Sell
55,553
-218
-0.4% -$7.71K 2.43% 8
2021
Q4 		$2.1M Buy
+55,771
New +$1.97M 2.36% 10

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Fingerlakes Wealth Management's CSX Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its CSX Corp (CSX) stake by 0.24% in Q2 2026, buying an estimated $2.8K and bringing the position to 25,715 shares worth $1.22M. The position accounts for 0.66% of the portfolio, ranked #40.

Fingerlakes Wealth Management first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2021. 620 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Fingerlakes Wealth Management held 25,715 shares of CSX Corp worth $1.22M as of Q2 2026.
  • Fingerlakes Wealth Management bought 62 CSX Corp shares in Q2 2026, an estimated $2.8K.
  • CSX Corp made up 0.66% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Fingerlakes Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's CSX Corp position peaked at $2.1M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.