Forvis Mazars Wealth Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.05M | Sell |
85,286
-104
| -0.1% | -$4.7K | 0.07% | 112 |
|
|
2026
Q1 | $3.51M | Buy |
85,390
+3,719
| +5% | +$146K | 0.07% | 113 |
|
|
2025
Q4 | $2.96M | Sell |
81,671
-4,068
| -5% | -$146K | 0.06% | 122 |
|
|
2025
Q3 | $3.04M | Sell |
85,739
-2,165
| -2% | -$73.9K | 0.06% | 121 |
|
|
2025
Q2 | $2.87M | Sell |
87,904
-1,676
| -2% | -$50.4K | 0.06% | 126 |
|
|
2025
Q1 | $2.64M | Sell |
89,580
-609
| -0.7% | -$19.3K | 0.06% | 131 |
|
|
2024
Q4 | $2.91M | Sell |
90,189
-786
| -0.9% | -$27K | 0.07% | 136 |
|
|
2024
Q3 | $3.14M | Sell |
90,975
-1,959
| -2% | -$66.5K | 0.07% | 130 |
|
|
2024
Q2 | $3.11M | Sell |
92,934
-1,071
| -1% | -$36.4K | 0.08% | 124 |
|
|
2024
Q1 | $3.48M | Sell |
94,005
-955
| -1% | -$34.9K | 0.09% | 112 |
|
|
2023
Q4 | $3.29M | Sell |
94,960
-5,019
| -5% | -$160K | 0.09% | 112 |
|
|
2023
Q3 | $3.07M | Sell |
99,979
-11,490
| -10% | -$364K | 0.09% | 115 |
|
|
2023
Q2 | $3.8M | Buy |
111,469
+180
| +0.2% | +$5.69K | 0.11% | 116 |
|
|
2023
Q1 | $3.33M | Buy |
111,289
+677
| +0.6% | +$20.8K | 0.11% | 109 |
|
|
2022
Q4 | $3.43M | Sell |
110,612
-3,475
| -3% | -$104K | 0.12% | 101 |
|
|
2022
Q3 | $3.04M | Sell |
114,087
-1,705
| -1% | -$53K | 0.12% | 103 |
|
|
2022
Q2 | $3.37M | Buy |
115,792
+4,905
| +4% | +$160K | 0.14% | 87 |
|
|
2022
Q1 | $4.15M | Buy |
110,887
+1,939
| +2% | +$68.6K | 0.18% | 64 |
|
|
2021
Q4 | $4.1M | Sell |
108,948
-310
| -0.3% | -$10.9K | 0.17% | 63 |
|
|
2021
Q3 | $3.25M | Buy |
109,258
+1,466
| +1% | +$46.9K | 0.15% | 70 |
|
|
2021
Q2 | $3.46M | Sell |
107,792
-4,489
| -4% | -$148K | 0.16% | 66 |
|
|
2021
Q1 | $3.61M | Sell |
112,281
-10,122
| -8% | -$309K | 0.18% | 61 |
|
|
2020
Q4 | $3.7M | Buy |
122,403
+3,459
| +3% | +$99.4K | 0.19% | 60 |
|
|
2020
Q3 | $3.08M | Sell |
118,944
-1,338
| -1% | -$33K | 0.18% | 59 |
|
|
2020
Q2 | $2.8M | Sell |
120,282
-3,150
| -3% | -$69.7K | 0.18% | 61 |
|
|
2020
Q1 | $2.36M | Sell |
123,432
-9,126
| -7% | -$213K | 0.19% | 56 |
|
|
2019
Q4 | $3.2M | Buy |
132,558
+2,364
| +2% | +$55.9K | 0.23% | 55 |
|
|
2019
Q3 | $3.01M | Sell |
130,194
-237
| -0.2% | -$5.52K | 0.24% | 58 |
|
|
2019
Q2 | $3.36M | Sell |
130,431
-6,246
| -5% | -$161K | 0.27% | 51 |
|
|
2019
Q1 | $3.41M | Buy |
136,677
+1,950
| +1% | +$45.2K | 0.28% | 50 |
|
|
2018
Q4 | $2.79M | Sell |
134,727
-1,770
| -1% | -$40.7K | 0.29% | 46 |
|
|
2018
Q3 | $3.37M | Sell |
136,497
-6,813
| -5% | -$162K | 0.3% | 45 |
|
|
2018
Q2 | $3.05M | Buy |
143,310
+366
| +0.3% | +$7.54K | 0.3% | 49 |
|
|
2018
Q1 | $2.65M | Sell |
142,944
-9,780
| -6% | -$183K | 0.27% | 50 |
|
|
2017
Q4 | $2.8M | Buy |
152,724
+7,401
| +5% | +$131K | 0.28% | 46 |
|
|
2017
Q3 | $2.63M | Sell |
145,323
-951
| -0.7% | -$16.3K | 0.29% | 47 |
|
|
2017
Q2 | $2.66M | Sell |
146,274
-6,597
| -4% | -$113K | 0.3% | 45 |
|
|
2017
Q1 | $2.37M | Sell |
152,871
-21,858
| -13% | -$333K | 0.29% | 48 |
|
|
2016
Q4 | $2.09M | Buy |
174,729
+63
| +0% | +$706 | 0.27% | 49 |
|
|
2016
Q3 | $1.78M | Buy |
174,666
+6,030
| +4% | +$57K | 0.25% | 52 |
|
|
2016
Q2 | $1.47M | Sell |
168,636
-2,589
| -2% | -$22.5K | 0.22% | 61 |
|
|
2016
Q1 | $1.47M | Buy |
171,225
+4,068
| +2% | +$33K | 0.23% | 56 |
|
|
2015
Q4 | $1.45M | Buy |
167,157
+9,489
| +6% | +$86.1K | 0.22% | 56 |
|
|
2015
Q3 | $1.41M | Sell |
157,668
-9,069
| -5% | -$89K | 0.25% | 52 |
|
|
2015
Q2 | $1.81M | Sell |
166,737
-2,601
| -2% | -$30.1K | 0.27% | 48 |
|
|
2015
Q1 | $1.87M | Sell |
169,338
-642
| -0.4% | -$7.38K | 0.27% | 52 |
|
|
2014
Q4 | $2.05M | Buy |
169,980
+6,456
| +4% | +$75.6K | 0.34% | 46 |
|
|
2014
Q3 | $1.75M | Buy |
163,524
+885
| +0.5% | +$9.13K | 0.3% | 48 |
|
|
2014
Q2 | $1.67M | Sell |
162,639
-21,387
| -12% | -$208K | 0.28% | 52 |
|
|
2014
Q1 | $1.77M | Buy |
184,026
+10,599
| +6% | +$98.3K | 0.31% | 55 |
|
|
2013
Q4 | $1.66M | Sell |
173,427
-2,838
| -2% | -$25.4K | 0.31% | 56 |
|
|
2013
Q3 | $1.51M | Sell |
176,265
-24
| -0% | -$201 | 0.31% | 56 |
|
|
2013
Q2 | $1.36M | Buy |
+176,289
| New | +$1.45M | 1.08% | 37 |
|
Other funds holding CSX
Forvis Mazars Wealth Advisors's CSX Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors reduced its CSX Corp (CSX) stake by 0.12% in Q2 2026, selling an estimated $4.7K and leaving 85,286 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #112.
Forvis Mazars Wealth Advisors first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.15M in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Forvis Mazars Wealth Advisors held 85,286 shares of CSX Corp worth $4.05M as of Q2 2026.
- Forvis Mazars Wealth Advisors sold 104 CSX Corp shares in Q2 2026, an estimated $4.7K.
- CSX Corp made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #112 holding.
- Forvis Mazars Wealth Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
- Forvis Mazars Wealth Advisors's CSX Corp position peaked at $4.15M in Q1 2022.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.