Great Valley Advisor Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $883K | Buy |
18,562
+476
| +3% | +$21.5K | 0.01% | 579 |
|
|
2026
Q1 | $742K | Buy |
18,086
+494
| +3% | +$19.4K | 0.01% | 572 |
|
|
2025
Q4 | $637K | Sell |
17,592
-2,462
| -12% | -$88.1K | 0.01% | 570 |
|
|
2025
Q3 | $712K | Buy |
20,054
+1,424
| +8% | +$48.6K | 0.01% | 551 |
|
|
2025
Q2 | $608K | Sell |
18,630
-800
| -4% | -$24.1K | 0.01% | 560 |
|
|
2025
Q1 | $572K | Sell |
19,430
-3,426
| -15% | -$109K | 0.01% | 562 |
|
|
2024
Q4 | $738K | Sell |
22,856
-3,043
| -12% | -$104K | 0.02% | 502 |
|
|
2024
Q3 | $894K | Buy |
25,899
+3,252
| +14% | +$110K | 0.02% | 449 |
|
|
2024
Q2 | $757K | Buy |
22,647
+1,930
| +9% | +$65.5K | 0.02% | 449 |
|
|
2024
Q1 | $768K | Buy |
20,717
+1,609
| +8% | +$58.7K | 0.02% | 417 |
|
|
2023
Q4 | $663K | Buy |
19,108
+142
| +0.7% | +$4.52K | 0.02% | 398 |
|
|
2023
Q3 | $583K | Buy |
18,966
+221
| +1% | +$7K | 0.02% | 403 |
|
|
2023
Q2 | $639K | Sell |
18,745
-32,902
| -64% | -$1.04M | 0.03% | 393 |
|
|
2023
Q1 | $1.55M | Buy |
51,647
+859
| +2% | +$26.4K | 0.07% | 244 |
|
|
2022
Q4 | $1.57M | Buy |
50,788
+155
| +0.3% | +$4.66K | 0.08% | 250 |
|
|
2022
Q3 | $1.35M | Sell |
50,633
-1,472
| -3% | -$45.8K | 0.08% | 255 |
|
|
2022
Q2 | $1.51M | Sell |
52,105
-1,757
| -3% | -$57.3K | 0.08% | 236 |
|
|
2022
Q1 | $2.02M | Sell |
53,862
-448
| -0.8% | -$15.8K | 0.12% | 194 |
|
|
2021
Q4 | $2.01M | Buy |
54,310
+1
| +0% | +$35 | 0.12% | 189 |
|
|
2021
Q3 | $1.62M | Buy |
54,309
+2,351
| +5% | +$75.3K | 0.11% | 198 |
|
|
2021
Q2 | $1.73M | Sell |
51,958
-3,485
| -6% | -$115K | 0.13% | 180 |
|
|
2021
Q1 | $1.78M | Sell |
55,443
-621
| -1% | -$19K | 0.17% | 139 |
|
|
2020
Q4 | $1.7M | Buy |
56,064
+37,710
| +205% | +$1.08M | 0.18% | 130 |
|
|
2020
Q3 | $475K | Buy |
18,354
+168
| +0.9% | +$4.14K | 0.06% | 260 |
|
|
2020
Q2 | $423K | Buy |
18,186
+1,740
| +11% | +$38.5K | 0.07% | 260 |
|
|
2020
Q1 | $314K | Sell |
16,446
-14,733
| -47% | -$344K | 0.08% | 232 |
|
|
2019
Q4 | $752K | Buy |
31,179
+2,001
| +7% | +$47.3K | 0.17% | 166 |
|
|
2019
Q3 | $671K | Buy |
29,178
+1,452
| +5% | +$33.8K | 0.16% | 167 |
|
|
2019
Q2 | $716K | Buy |
27,726
+909
| +3% | +$23.4K | 0.18% | 157 |
|
|
2019
Q1 | $668K | Buy |
26,817
+1,224
| +5% | +$28.3K | 0.21% | 131 |
|
|
2018
Q4 | $529K | Buy |
+25,593
| New | +$589K | 0.2% | 111 |
|
Other funds holding CSX
Great Valley Advisor Group's CSX Position: Q2 2026 in Review
Great Valley Advisor Group increased its CSX Corp (CSX) stake by 2.6% in Q2 2026, buying an estimated $21.5K and bringing the position to 18,562 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #579.
Great Valley Advisor Group first reported a position in CSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.02M in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Great Valley Advisor Group held 18,562 shares of CSX Corp worth $883K as of Q2 2026.
- Great Valley Advisor Group bought 476 CSX Corp shares in Q2 2026, an estimated $21.5K.
- CSX Corp made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #579 holding.
- Great Valley Advisor Group first reported a position in CSX Corp in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's CSX Corp position peaked at $2.02M in Q1 2022.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.