IMA Advisory Services’s CSX Corp CSX Stock Holding History

IMA Advisory Services’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	$40.4K	Buy	850 +752	+767%	+$34K	﹤0.01%	535
2026 Q1	$4.02K	Buy	98 +13	+15%	+$509	﹤0.01%	458
2025 Q4	$3.08K	Buy	+85	New	+$3.04K	﹤0.01%	554
2019 Q2	–	Sell	-1,407	Closed	-$35K	–	283
2019 Q1	$35K	Buy	+1,407	New	+$32.6K	0.01%	165
2016 Q1	–	Sell	-53,790	Closed	-$465K	–	109
2015 Q4	$465K	Hold	53,790	–	–	0.28%	79
2015 Q3	$482K	Sell	53,790 -1,500	-3%	-$14.7K	0.31%	80
2015 Q2	$602K	Sell	55,290 -1,995	-3%	-$23.1K	0.29%	77
2015 Q1	$632K	Sell	57,285 -375	-0.7%	-$4.31K	0.31%	76
2014 Q4	$696K	Sell	57,660 -12,360	-18%	-$145K	0.36%	69
2014 Q3	$748K	Hold	70,020	–	–	0.35%	79
2014 Q2	$719K	Sell	70,020 -2,640	-4%	-$25.7K	0.33%	86
2014 Q1	$702K	Sell	72,660 -600	-0.8%	-$5.57K	0.33%	86
2013 Q4	$703K	Buy	73,260 +600	+0.8%	+$5.38K	0.33%	86
2013 Q3	$623K	Buy	72,660 +3,270	+5%	+$27.4K	0.31%	95
2013 Q2	$536K	Buy	+69,390	New	+$569K	0.29%	101

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 $3.37T AUM 44.26% 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

IMA Advisory Services's CSX Position: Q2 2026 in Review

IMA Advisory Services increased its CSX Corp (CSX) stake by 767% in Q2 2026, buying an estimated $34K and bringing the position to 850 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

IMA Advisory Services first reported a position in CSX in Q2 2013 and has held it in 15 quarters since. The position peaked at $748K in Q3 2014. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

IMA Advisory Services held 850 shares of CSX Corp worth $40.4K as of Q2 2026.
IMA Advisory Services bought 752 CSX Corp shares in Q2 2026, an estimated $34K.
CSX Corp made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #535 holding.
IMA Advisory Services first reported a position in CSX Corp in Q2 2013 and has held it in 15 quarters since.
IMA Advisory Services's CSX Corp position peaked at $748K in Q3 2014.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.