Heritage Wealth Advisors’s CSX Corp CSX Stock Holding History

Heritage 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 Q1	$3.09M	Buy	75,259 +4,005	+6%	+$157K	0.12%	46
2025 Q4	$2.58M	Buy	71,254 +1	+0%	+$36	0.1%	56
2025 Q3	$2.53M	Buy	71,253 +1	+0%	+$34	0.11%	52
2025 Q2	$2.32M	Buy	71,252 +1	+0%	+$30	0.11%	52
2025 Q1	$2.1M	Sell	71,251 -485	-0.7%	-$15.4K	0.11%	56
2024 Q4	$2.31M	Buy	71,736 +24	+0%	+$823	0.11%	53
2024 Q3	$2.48M	Buy	71,712 +1,938	+3%	+$65.8K	0.12%	53
2024 Q2	$2.33M	Buy	69,774 +1	+0%	+$34	0.11%	54
2024 Q1	$2.59M	Buy	69,773 +260	+0.4%	+$9.49K	0.12%	52
2023 Q4	$2.41M	Hold	69,513	–	–	0.12%	54
2023 Q3	$2.14M	Sell	69,513 -144	-0.2%	-$4.56K	0.12%	53
2023 Q2	$2.38M	Buy	69,657 +144	+0.2%	+$4.55K	0.13%	52
2023 Q1	$2.08M	Buy	69,513 +225	+0.3%	+$6.92K	0.12%	52
2022 Q4	$2.15M	Buy	69,288 +450	+0.7%	+$13.5K	0.12%	55
2022 Q3	$1.83M	Hold	68,838	–	–	0.13%	52
2022 Q2	$2M	Buy	68,838 +1,800	+3%	+$58.7K	0.14%	50
2022 Q1	$2.51M	Hold	67,038	–	–	0.14%	50
2021 Q4	$2.52M	Sell	67,038 -285	-0.4%	-$10.1K	0.14%	56
2021 Q3	$2M	Hold	67,323	–	–	0.12%	58
2021 Q2	$2.16M	Sell	67,323 -150	-0.2%	-$4.95K	0.13%	57
2021 Q1	$2.17M	Sell	67,473 -240	-0.4%	-$7.33K	0.13%	53
2020 Q4	$2.05M	Hold	67,713	–	–	0.13%	59
2020 Q3	$1.75M	Hold	67,713	–	–	0.23%	44
2020 Q2	$1.57M	Hold	67,713	–	–	0.22%	45
2020 Q1	$1.29M	Sell	67,713 -117	-0.2%	-$2.73K	0.23%	47
2019 Q4	$1.64M	Sell	67,830 -3	-0%	-$71	0.22%	43
2019 Q3	$1.57M	Hold	67,833	–	–	0.23%	42
2019 Q2	$1.75M	Hold	67,833	–	–	0.27%	40
2019 Q1	$1.69M	Hold	67,833	–	–	0.28%	37
2018 Q4	$1.4M	Sell	67,833 -213	-0.3%	-$4.9K	0.27%	46
2018 Q3	$1.68M	Hold	68,046	–	–	0.33%	41
2018 Q2	$1.45M	Hold	68,046	–	–	0.54%	40
2018 Q1	$1.26M	Hold	68,046	–	–	0.52%	39
2017 Q4	$1.25M	Sell	68,046 -198	-0.3%	-$3.51K	0.53%	39
2017 Q3	$1.23M	Hold	68,244	–	–	0.62%	39
2017 Q2	$1.24M	Hold	68,244	–	–	0.64%	37
2017 Q1	$1.06M	Hold	68,244	–	–	0.57%	39
2016 Q4	$819K	Sell	68,244 -17,508	-20%	-$196K	0.54%	33
2016 Q3	$873K	Hold	85,752	–	–	0.6%	28
2016 Q2	$745K	Buy	85,752 +4,278	+5%	+$37.3K	0.5%	31
2016 Q1	$700K	Hold	81,474	–	–	0.55%	25
2015 Q4	$705K	Sell	81,474 -225	-0.3%	-$2.04K	0.59%	23
2015 Q3	$732K	Hold	81,699	–	–	0.63%	22
2015 Q2	$889K	Hold	81,699	–	–	0.74%	27
2015 Q1	$902K	Hold	81,699	–	–	0.74%	24
2014 Q4	$986K	Sell	81,699 -165	-0.2%	-$1.93K	0.88%	18
2014 Q3	$874K	Hold	81,864	–	–	0.91%	22
2014 Q2	$841K	Hold	81,864	–	–	0.9%	23
2014 Q1	$791K	Buy	81,864 +22,458	+38%	+$208K	0.92%	22
2013 Q4	$570K	Buy	+59,406	New	+$532K	0.72%	27

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

Heritage Wealth Advisors's CSX Position: Q1 2026 in Review

Heritage Wealth Advisors increased its CSX Corp (CSX) stake by 5.6% in Q1 2026, buying an estimated $157K and bringing the position to 75,259 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #46.

Heritage Wealth Advisors first reported a position in CSX in Q4 2013 and has held it in 50 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Heritage Wealth Advisors held 75,259 shares of CSX Corp worth $3.09M as of Q1 2026.
Heritage Wealth Advisors bought 4,005 CSX Corp shares in Q1 2026, an estimated $157K.
CSX Corp made up 0.12% of Heritage Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Heritage Wealth Advisors first reported a position in CSX Corp in Q4 2013 and has held it in 50 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.