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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CSX Corp CSX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-977
Closed -$35.4K – 529
2025
Q4 		$35.4K Buy
977
+4
+0.4% +$143 0.01% 341
2025
Q3 		$34.6K Buy
+973
New +$33.2K 0.01% 319
2025
Q2 		– Sell
-966
Closed -$28.4K – 506
2025
Q1 		$28.4K Sell
966
-898
-48% -$28.5K 0.01% 313
2024
Q4 		$60.2K Buy
1,864
+906
+95% +$31.1K 0.02% 237
2024
Q3 		$33.1K Buy
+958
New +$32.5K 0.02% 254

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CSX Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 977 shares — an estimated $35.4K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CSX in Q3 2024 and held it in 5 quarters. The position peaked at $60.2K in Q4 2024. 1,868 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 977 CSX Corp shares in Q1 2026, an estimated $35.4K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CSX Corp in Q3 2024 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CSX Corp position peaked at $60.2K in Q4 2024.
  • 1,868 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.