GWM
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Gibbs Wealth Management’s CSX Corp CSX Stock Holding History

Gibbs Wealth 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
2026
Q1 		$1.68M Buy
40,975
+21,931
+115% +$860K 0.22% 89
2025
Q4 		$670K Buy
19,044
+1,650
+9% +$59K 0.16% 149
2025
Q3 		$618K Sell
17,394
-6,331
-27% -$216K 0.14% 172
2025
Q2 		$774K Sell
23,725
-172
-0.7% -$5.18K 0.15% 166
2025
Q1 		$703K Buy
23,897
+3,054
+15% +$97K 0.17% 139
2024
Q4 		$673K Buy
20,843
+3,868
+23% +$133K 0.18% 120
2024
Q3 		$586K Buy
16,975
+1,270
+8% +$43.1K 0.19% 124
2024
Q2 		$525K Buy
15,705
+9,796
+166% +$333K 0.21% 111
2024
Q1 		$219K Buy
+5,909
New +$216K 0.13% 176

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return