HCR Wealth Advisors’s CSX Corp CSX Stock Holding History

HCR 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	$358K	Buy	7,532 +39	+0.5%	+$1.76K	0.03%	192
2026 Q1	$308K	Buy	7,493 +66	+0.9%	+$2.59K	0.03%	199
2025 Q4	$269K	Hold	7,427	–	–	0.03%	205
2025 Q3	$264K	Hold	7,427	–	–	0.03%	199
2025 Q2	$242K	Hold	7,427	–	–	0.03%	208
2025 Q1	$219K	Sell	7,427 -30	-0.4%	-$953	0.03%	216
2024 Q4	$241K	Buy	7,457 +11	+0.1%	+$377	0.03%	204
2024 Q3	$257K	Hold	7,446	–	–	0.03%	200
2024 Q2	$249K	Hold	7,446	–	–	0.04%	191
2024 Q1	$276K	Hold	7,446	–	–	0.04%	178
2023 Q4	$258K	Buy	7,446 +414	+6%	+$13.2K	0.04%	167
2023 Q3	$216K	Sell	7,032 -252	-3%	-$7.98K	0.05%	155
2023 Q2	$248K	Hold	7,284	–	–	0.05%	153
2023 Q1	$218K	Hold	7,284	–	–	0.04%	158
2022 Q4	$226K	Buy	+7,284	New	+$219K	0.05%	156
2022 Q3	–	Sell	-7,284	Closed	-$212K	–	170
2022 Q2	$212K	Hold	7,284	–	–	0.04%	163
2022 Q1	$273K	Sell	7,284 -15	-0.2%	-$531	0.04%	159
2021 Q4	$274K	Buy	7,299 +15	+0.2%	+$529	0.04%	170
2021 Q3	$217K	Hold	7,284	–	–	0.04%	182
2021 Q2	$234K	Hold	7,284	–	–	0.04%	175
2021 Q1	$234K	Sell	7,284 -1,050	-13%	-$32K	0.05%	168
2020 Q4	$252K	Buy	8,334 +222	+3%	+$6.38K	0.05%	160
2020 Q3	$210K	Buy	+8,112	New	+$200K	0.05%	154
2019 Q1	–	Sell	-9,780	Closed	-$203K	–	176
2018 Q4	$203K	Hold	9,780	–	–	0.07%	148
2018 Q3	$221K	Hold	9,780	–	–	0.07%	142
2018 Q2	$212K	Buy	+9,780	New	+$201K	0.07%	157

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

HCR Wealth Advisors increased its CSX Corp (CSX) stake by 0.52% in Q2 2026, buying an estimated $1.76K and bringing the position to 7,532 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #192.

HCR Wealth Advisors first reported a position in CSX in Q2 2018 and has held it in 26 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

HCR Wealth Advisors held 7,532 shares of CSX Corp worth $358K as of Q2 2026.
HCR Wealth Advisors bought 39 CSX Corp shares in Q2 2026, an estimated $1.76K.
CSX Corp made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #192 holding.
HCR Wealth Advisors first reported a position in CSX Corp in Q2 2018 and has held it in 26 quarters since.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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