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 Q2	$1.24M	Buy	+25,995	New	+$1.17M	0.31%	78
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CSX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in CSX Corp (CSX) in Q2 2026: 25,995 shares worth $1.24M. The stake represents 0.31% of the portfolio and ranks #78 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CSX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CSX in Q2 2024 and has held it in 8 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Heritage Wealth Management (Ohio) held 25,995 shares of CSX Corp worth $1.24M as of Q2 2026.
CSX Corp was a new Heritage Wealth Management (Ohio) position in Q2 2026.
CSX Corp made up 0.31% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #78 holding.
Heritage Wealth Management (Ohio) first reported a position in CSX Corp in Q2 2024 and has held it in 8 quarters since.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.