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Gerber Kawasaki Wealth & Investment Management’s CSX Corp CSX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2025
Q1 		– Sell
-7,301
Closed -$236K – 295
2024
Q4 		$236K Buy
7,301
+132
+2% +$4.53K 0.01% 257
2024
Q3 		$248K Sell
7,169
-49
-0.7% -$1.66K 0.01% 251
2024
Q2 		$241K Buy
7,218
+4
+0.1% +$136 0.01% 249
2024
Q1 		$267K Buy
7,214
+255
+4% +$9.31K 0.01% 236
2023
Q4 		$241K Buy
6,959
+21
+0.3% +$669 0.01% 230
2023
Q3 		$213K Buy
6,938
+438
+7% +$13.9K 0.01% 236
2023
Q2 		$222K Buy
+6,500
New +$206K 0.01% 233
2023
Q1 		– Sell
-6,500
Closed -$201K – 254
2022
Q4 		$201K Buy
+6,500
New +$195K 0.02% 235
2022
Q2 		– Sell
-6,724
Closed -$251K – 247
2022
Q1 		$251K Sell
6,724
-603
-8% -$21.3K 0.02% 225
2021
Q4 		$275K Sell
7,327
-2,093
-22% -$73.8K 0.02% 221
2021
Q3 		$280K Buy
+9,420
New +$302K 0.04% 147

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CSX Position: Q1 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 7,301 shares — an estimated $236K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CSX in Q3 2021 and held it in 11 quarters. The position peaked at $280K in Q3 2021. 1,666 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7,301 CSX Corp shares in Q1 2025, an estimated $236K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in CSX Corp in Q3 2021 and held it in 11 quarters.
  • Gerber Kawasaki Wealth & Investment Management's CSX Corp position peaked at $280K in Q3 2021.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2025, filed 14 May 2025.