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Flagship Wealth Advisors’s CSX Corp CSX Stock Holding History

Flagship Wealth Advisors’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 		$388K Hold
11,880
– – 0.17% 68
2025
Q4 		$431K Hold
11,880
– – 0.13% 79
2025
Q3 		$422K Hold
11,880
– – 0.14% 78
2025
Q2 		$388K Hold
11,880
– – 0.15% 76
2025
Q1 		$350K Hold
11,880
– – 0.15% 78
2024
Q4 		$383K Buy
+11,880
New +$407K 0.23% 58

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

Flagship Wealth Advisors's CSX Position: Q1 2026 in Review

Flagship Wealth Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 11,880 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #68.

Flagship Wealth Advisors first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Flagship Wealth Advisors held 11,880 shares of CSX Corp worth $388K as of Q1 2026.
  • Flagship Wealth Advisors left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.17% of Flagship Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Flagship Wealth Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's CSX Corp position peaked at $431K in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.