Holistic Planning’s CSX Corp CSX Stock Holding History

Holistic Planning’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	$241K	Sell	5,863 -151	-3%	-$5.92K	0.05%	267
2025 Q4	$218K	Buy	6,014 +301	+5%	+$10.8K	0.05%	256
2025 Q3	$203K	Buy	+5,713	New	+$195K	0.05%	228

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

Holistic Planning's CSX Position: Q1 2026 in Review

Holistic Planning reduced its CSX Corp (CSX) stake by 2.5% in Q1 2026, selling an estimated $5.92K and leaving 5,863 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #267.

Holistic Planning first reported a position in CSX in Q3 2025 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Holistic Planning held 5,863 shares of CSX Corp worth $241K as of Q1 2026.
Holistic Planning sold 151 CSX Corp shares in Q1 2026, an estimated $5.92K.
CSX Corp made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #267 holding.
Holistic Planning first reported a position in CSX Corp in Q3 2025 and has held it in 3 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.