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Heritage Wealth Management (Ohio)’s CSX Corp CSX Stock Holding History

Heritage Wealth Management (Ohio)’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
-26,623
Closed -$965K – 171
2025
Q4 		$965K Sell
26,623
-200
-0.7% -$7.16K 0.27% 92
2025
Q3 		$952K Sell
26,823
-190
-0.7% -$6.49K 0.28% 91
2025
Q2 		$881K Sell
27,013
-286
-1% -$8.61K 0.29% 92
2025
Q1 		$803K Sell
27,299
-275
-1% -$8.73K 0.27% 96
2024
Q4 		$890K Hold
27,574
– – 0.3% 87
2024
Q3 		$952K Hold
27,574
– – 0.31% 84
2024
Q2 		$918K Buy
+27,574
New +$936K 0.31% 86

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

Heritage Wealth Management (Ohio)'s CSX Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 26,623 shares — an estimated $965K sold.

Heritage Wealth Management (Ohio) first reported a position in CSX in Q2 2024 and held it in 7 quarters. The position peaked at $965K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 26,623 CSX Corp shares in Q1 2026, an estimated $965K.
  • Heritage Wealth Management (Ohio) first reported a position in CSX Corp in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s CSX Corp position peaked at $965K in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.