HighMark Wealth Management’s CSX Corp CSX Stock Holding History

HighMark Wealth Management’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	$11.2K	Sell	274 -86	-24%	-$3.37K	﹤0.01%	276
2025 Q4	$13.1K	Buy	360 +34	+10%	+$1.22K	0.01%	286
2025 Q3	$11.6K	Hold	326	–	–	0.01%	285
2025 Q2	$10.6K	Buy	326 +65	+25%	+$1.96K	0.01%	302
2025 Q1	$7.68K	Hold	261	–	–	﹤0.01%	318
2024 Q4	$8.42K	Sell	261 -24	-8%	-$823	﹤0.01%	315
2024 Q3	$9.84K	Sell	285 -20	-7%	-$679	0.01%	304
2024 Q2	$10.2K	Buy	305 +37	+14%	+$1.26K	0.01%	277
2024 Q1	$9.94K	Hold	268	–	–	0.01%	281
2023 Q4	$9.29K	Buy	268 +22	+9%	+$701	0.01%	273
2023 Q3	$7.57K	Hold	246	–	–	0.01%	298
2023 Q2	$8.39K	Buy	+246	New	+$7.78K	0.01%	283

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

HighMark Wealth Management's CSX Position: Q1 2026 in Review

HighMark Wealth Management reduced its CSX Corp (CSX) stake by 24% in Q1 2026, selling an estimated $3.37K and leaving 274 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

HighMark Wealth Management first reported a position in CSX in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

HighMark Wealth Management held 274 shares of CSX Corp worth $11.2K as of Q1 2026.
HighMark Wealth Management sold 86 CSX Corp shares in Q1 2026, an estimated $3.37K.
CSX Corp made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #276 holding.
HighMark Wealth Management first reported a position in CSX Corp in Q2 2023 and has held it in 12 quarters since.
HighMark Wealth Management's CSX Corp position peaked at $13.1K in Q4 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.