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Foundations Investment Advisors’s CSX Corp CSX Stock Holding History

Foundations Investment 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
Q2 		$1.77M Buy
37,338
+5,543
+17% +$250K 0.02% 433
2026
Q1 		$1.31M Buy
31,795
+2,073
+7% +$81.2K 0.02% 455
2025
Q4 		$1.08M Buy
29,722
+704
+2% +$25.2K 0.01% 494
2025
Q3 		$1.03M Sell
29,018
-10,525
-27% -$359K 0.02% 460
2025
Q2 		$1.29M Sell
39,543
-40
-0.1% -$1.2K 0.02% 375
2025
Q1 		$1.16M Sell
39,583
-1,372
-3% -$43.6K 0.02% 373
2024
Q4 		$1.32M Sell
40,955
-5,124
-11% -$176K 0.03% 358
2024
Q3 		$1.59M Sell
46,079
-4,819
-9% -$164K 0.03% 298
2024
Q2 		$1.7M Buy
50,898
+13,700
+37% +$465K 0.04% 253
2024
Q1 		$1.38M Buy
37,198
+2,482
+7% +$90.6K 0.04% 275
2023
Q4 		$1.26M Sell
34,716
-658
-2% -$21K 0.03% 274
2023
Q3 		$1.09M Buy
35,374
+3,489
+11% +$111K 0.03% 274
2023
Q2 		$1.09M Buy
31,885
+2,670
+9% +$84.5K 0.04% 255
2023
Q1 		$875K Buy
29,215
+540
+2% +$16.6K 0.03% 256
2022
Q4 		$888K Buy
28,675
+798
+3% +$24K 0.04% 212
2022
Q3 		$743K Sell
27,877
-1,617
-5% -$50.3K 0.03% 199
2022
Q2 		$852K Buy
29,494
+1,515
+5% +$49.4K 0.04% 170
2022
Q1 		$981K Sell
27,979
-4,944
-15% -$175K 0.04% 130
2021
Q4 		$1.21M Sell
32,923
-1,904
-5% -$67.1K 0.05% 109
2021
Q3 		$1.09M Sell
34,827
-31
-0.1% -$993 0.05% 105
2021
Q2 		$1.11M Buy
34,858
+199
+0.6% +$6.56K 0.05% 100
2021
Q1 		$1.12M Buy
34,659
+57
+0.2% +$1.74K 0.06% 86
2020
Q4 		$1.1M Sell
34,602
-22,149
-39% -$636K 0.07% 74
2020
Q3 		$1.46M Buy
56,751
+20,895
+58% +$515K 0.32% 49
2020
Q2 		$823K Sell
35,856
-2,457
-6% -$54.4K 0.07% 87
2020
Q1 		$700K Buy
38,313
+21
+0.1% +$490 0.08% 62
2019
Q4 		$926K Sell
38,292
-12
-0% -$284 0.11% 73
2019
Q3 		$855K Buy
+38,304
New +$892K 0.11% 77

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Foundations Investment Advisors's CSX Position: Q2 2026 in Review

Foundations Investment Advisors increased its CSX Corp (CSX) stake by 17% in Q2 2026, buying an estimated $250K and bringing the position to 37,338 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #433.

Foundations Investment Advisors first reported a position in CSX in Q3 2019 and has held it in 28 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Foundations Investment Advisors held 37,338 shares of CSX Corp worth $1.77M as of Q2 2026.
  • Foundations Investment Advisors bought 5,543 CSX Corp shares in Q2 2026, an estimated $250K.
  • CSX Corp made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • Foundations Investment Advisors first reported a position in CSX Corp in Q3 2019 and has held it in 28 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.