Heck Capital Advisors’s CSX Corp CSX Stock Holding History

Heck Capital 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	-7,529	Closed	-$273K	–	215
2025 Q4	$273K	Buy	7,529 +1,243	+20%	+$44.5K	0.02%	198
2025 Q3	$223K	Buy	6,286 +25	+0.4%	+$854	0.02%	188
2025 Q2	$204K	Buy	+6,261	New	+$188K	0.02%	175
2018 Q1	–	Sell	-9,831	Closed	-$180K	–	87
2017 Q4	$180K	Buy	9,831 +78	+0.8%	+$1.38K	0.09%	60
2017 Q3	$176K	Buy	9,753 +306	+3%	+$5.25K	0.09%	58
2017 Q2	$172K	Sell	9,447 -708	-7%	-$12.1K	0.1%	48
2017 Q1	$158K	Sell	10,155 -531	-5%	-$8.09K	0.1%	48
2016 Q4	$128K	Buy	+10,686	New	+$120K	0.09%	54

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Heck Capital Advisors's CSX Position: Q1 2026 in Review

Heck Capital Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 7,529 shares — an estimated $273K sold.

Heck Capital Advisors first reported a position in CSX in Q4 2016 and held it in 8 quarters. The position peaked at $273K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Heck Capital Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Heck Capital Advisors sold 7,529 CSX Corp shares in Q1 2026, an estimated $273K.
Heck Capital Advisors first reported a position in CSX Corp in Q4 2016 and held it in 8 quarters.
Heck Capital Advisors's CSX Corp position peaked at $273K in Q4 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.