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FSM Wealth Advisors’s CSX Corp CSX Stock Holding History

FSM 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
Q2 		$483K Sell
10,165
-480
-5% -$21.7K 0.05% 189
2026
Q1 		$437K Sell
10,645
-4,279
-29% -$168K 0.06% 181
2025
Q4 		$541K Sell
14,924
-206
-1% -$7.37K 0.07% 158
2025
Q3 		$537K Buy
15,130
+901
+6% +$30.8K 0.08% 166
2025
Q2 		$470K Buy
14,229
+5,333
+60% +$160K 0.08% 165
2025
Q1 		$262K Buy
8,896
+46
+0.5% +$1.46K 0.06% 172
2024
Q4 		$292K Buy
8,850
+198
+2% +$6.79K 0.07% 138
2024
Q3 		$299K Buy
8,652
+239
+3% +$8.11K 0.08% 131
2024
Q2 		$281K Sell
8,413
-4
-0% -$136 0.09% 119
2024
Q1 		$312K Sell
8,417
-222
-3% -$8.1K 0.11% 118
2023
Q4 		$300K Buy
8,639
+75
+0.9% +$2.39K 0.13% 114
2023
Q3 		$263K Buy
8,564
+312
+4% +$9.88K 0.13% 118
2023
Q2 		$279K Buy
8,252
+1,244
+18% +$39.4K 0.14% 126
2023
Q1 		$210K Sell
7,008
-368
-5% -$11.3K 0.12% 148
2022
Q4 		$229K Buy
+7,376
New +$222K 0.16% 126

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 $3.37T AUM 44.26% 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

FSM Wealth Advisors's CSX Position: Q2 2026 in Review

FSM Wealth Advisors reduced its CSX Corp (CSX) stake by 4.5% in Q2 2026, selling an estimated $21.7K and leaving 10,165 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #189.

FSM Wealth Advisors first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $541K in Q4 2025. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • FSM Wealth Advisors held 10,165 shares of CSX Corp worth $483K as of Q2 2026.
  • FSM Wealth Advisors sold 480 CSX Corp shares in Q2 2026, an estimated $21.7K.
  • CSX Corp made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • FSM Wealth Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
  • FSM Wealth Advisors's CSX Corp position peaked at $541K in Q4 2025.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.