HHM Wealth Advisors’s CSX Corp CSX Stock Holding History

HHM 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	$21.5K	Buy	453 +153	+51%	+$6.91K	﹤0.01%	520
2026 Q1	$12.3K	Hold	300	–	–	﹤0.01%	602
2025 Q4	$10.9K	Sell	300 -7,193	-96%	-$257K	﹤0.01%	602
2025 Q3	$266K	Hold	7,493	–	–	0.03%	173
2025 Q2	$244K	Sell	7,493 -723	-9%	-$21.8K	0.03%	174
2025 Q1	$242K	Sell	8,216 -610	-7%	-$19.4K	0.03%	166
2024 Q4	$285K	Hold	8,826	–	–	0.04%	152
2024 Q3	$305K	Hold	8,826	–	–	0.04%	135
2024 Q2	$295K	Hold	8,826	–	–	0.04%	135
2024 Q1	$327K	Hold	8,826	–	–	0.05%	107
2023 Q4	$306K	Sell	8,826 -1,200	-12%	-$38.2K	0.05%	100
2023 Q3	$308K	Hold	10,026	–	–	0.06%	95
2023 Q2	$342K	Hold	10,026	–	–	0.06%	93
2023 Q1	$300K	Hold	10,026	–	–	0.06%	104
2022 Q4	$311K	Hold	10,026	–	–	0.07%	92
2022 Q3	$267K	Hold	10,026	–	–	0.07%	88
2022 Q2	$291K	Buy	10,026 +3,279	+49%	+$107K	0.07%	99
2022 Q1	$253K	Buy	6,747 +4,068	+152%	+$144K	0.06%	127
2021 Q4	$101K	Hold	2,679	–	–	0.02%	214
2021 Q3	$80K	Hold	2,679	–	–	0.02%	233
2021 Q2	$86K	Hold	2,679	–	–	0.02%	224
2021 Q1	$86K	Buy	2,679 +600	+29%	+$18.3K	0.03%	207
2020 Q4	$63K	Hold	2,079	–	–	0.02%	231
2020 Q3	$54K	Hold	2,079	–	–	0.02%	212
2020 Q2	$48K	Hold	2,079	–	–	0.02%	229
2020 Q1	$40K	Buy	+2,079	New	+$48.5K	0.02%	230

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

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

HHM Wealth Advisors increased its CSX Corp (CSX) stake by 51% in Q2 2026, buying an estimated $6.91K and bringing the position to 453 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

HHM Wealth Advisors first reported a position in CSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $342K in Q2 2023. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

HHM Wealth Advisors held 453 shares of CSX Corp worth $21.5K as of Q2 2026.
HHM Wealth Advisors bought 153 CSX Corp shares in Q2 2026, an estimated $6.91K.
CSX Corp made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #520 holding.
HHM Wealth Advisors first reported a position in CSX Corp in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's CSX Corp position peaked at $342K in Q2 2023.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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