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 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 $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

IMA Advisory Services's CSX Position: Q1 2026 in Review

IMA Advisory Services increased its CSX Corp (CSX) stake by 15% in Q1 2026, buying an estimated $509 and bringing the position to 98 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

IMA Advisory Services first reported a position in CSX in Q2 2013 and has held it in 14 quarters since. The position peaked at $748K in Q3 2014. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

IMA Advisory Services held 98 shares of CSX Corp worth $4.02K as of Q1 2026.
IMA Advisory Services bought 13 CSX Corp shares in Q1 2026, an estimated $509.
CSX Corp made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #458 holding.
IMA Advisory Services first reported a position in CSX Corp in Q2 2013 and has held it in 14 quarters since.
IMA Advisory Services's CSX Corp position peaked at $748K in Q3 2014.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.