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Garton & Associates Financial Advisors’s CSX Corp CSX Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,050
Closed -$38.1K – 251
2025
Q4 		$38.1K Buy
+1,050
New +$37.6K 0.02% 441

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Garton & Associates Financial Advisors's CSX Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 1,050 shares — an estimated $38.1K sold.

Garton & Associates Financial Advisors first reported a position in CSX in Q4 2025 and held it in 1 quarter. The position peaked at $38.1K in Q4 2025. 1,872 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,050 CSX Corp shares in Q1 2026, an estimated $38.1K.
  • Garton & Associates Financial Advisors first reported a position in CSX Corp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's CSX Corp position peaked at $38.1K in Q4 2025.
  • 1,872 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.