IAA
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Independent Advisor Alliance’s CSX Corp CSX Stock Holding History

Independent Advisor Alliance’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 		$3.46M Sell
84,206
-1,629
-2% -$63.8K 0.04% 403
2025
Q4 		$3.11M Buy
85,835
+5,732
+7% +$205K 0.08% 211
2025
Q3 		$2.84M Buy
80,103
+6,759
+9% +$231K 0.07% 225
2025
Q2 		$2.39M Sell
73,344
-3,417
-4% -$103K 0.07% 244
2025
Q1 		$2.26M Sell
76,761
-7,727
-9% -$245K 0.07% 234
2024
Q4 		$2.73M Sell
84,488
-23,469
-22% -$805K 0.04% 437
2024
Q3 		$3.73M Buy
107,957
+144
+0.1% +$4.89K 0.14% 134
2024
Q2 		$3.61M Buy
107,813
+11,156
+12% +$379K 0.12% 142
2024
Q1 		$3.58M Buy
96,657
+790
+0.8% +$28.8K 0.13% 139
2023
Q4 		$3.32M Sell
95,867
-39,463
-29% -$1.26M 0.12% 143
2023
Q3 		$4.16M Buy
135,330
+43,020
+47% +$1.36M 0.19% 98
2023
Q2 		$3.15M Sell
92,310
-1,709
-2% -$54.1K 0.14% 136
2023
Q1 		$2.81M Buy
94,019
+26,758
+40% +$823K 0.14% 139
2022
Q4 		$332K Sell
67,261
-901
-1% -$27.1K 0.11% 108
2022
Q3 		$1.82M Buy
68,162
+3,254
+5% +$101K 0.11% 183
2022
Q2 		$1.89M Buy
64,908
+566
+0.9% +$18.4K 0.11% 173
2022
Q1 		$2.41M Buy
64,342
+5,222
+9% +$185K 0.12% 156
2021
Q4 		$2.22M Sell
59,120
-18,077
-23% -$637K 0.11% 152
2021
Q3 		$2.3M Sell
77,197
-77,980
-50% -$2.5M 0.13% 143
2021
Q2 		$4.9M Buy
155,177
+416
+0.3% +$13.7K 0.27% 92
2021
Q1 		$4.97M Buy
154,761
+34,152
+28% +$1.04M 0.3% 87
2020
Q4 		$3.65M Buy
120,609
+7,290
+6% +$209K 0.25% 94
2020
Q3 		$2.93M Buy
113,319
+399
+0.4% +$9.84K 0.22% 98
2020
Q2 		$2.63M Buy
112,920
+7,110
+7% +$157K 0.28% 75
2020
Q1 		$2.02M Sell
105,810
-4,941
-4% -$115K 0.29% 67
2019
Q4 		$2.67M Buy
110,751
+921
+0.8% +$21.8K 0.12% 191
2019
Q3 		$2.54M Sell
109,830
-11,298
-9% -$263K 0.31% 77
2019
Q2 		$3.12M Sell
121,128
-954
-0.8% -$24.6K 0.45% 46
2019
Q1 		$3.04M Sell
122,082
-24,846
-17% -$575K 0.43% 53
2018
Q4 		$3.04M Buy
146,928
+83,874
+133% +$1.93M 0.54% 43
2018
Q3 		$1.53M Buy
63,054
+18,720
+42% +$446K 0.27% 86
2018
Q2 		$937K Buy
44,334
+1,932
+5% +$39.8K 0.2% 126
2018
Q1 		$774K Buy
42,402
+20,700
+95% +$387K 0.17% 142
2017
Q4 		$425K Sell
21,702
-240
-1% -$4.25K 0.09% 198
2017
Q3 		$386K Sell
21,942
-462
-2% -$7.93K 0.11% 173
2017
Q2 		$410K Sell
22,404
-21,135
-49% -$362K 0.13% 166
2017
Q1 		$684K Buy
43,539
+7,041
+19% +$107K 0.11% 204
2016
Q4 		$539K Buy
+36,498
New +$409K 0.23% 107

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Advisor Alliance's CSX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its CSX Corp (CSX) stake by 1.9% in Q1 2026, selling an estimated $63.8K and leaving 84,206 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #403.

Independent Advisor Alliance first reported a position in CSX in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.97M in Q1 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Independent Advisor Alliance held 84,206 shares of CSX Corp worth $3.46M as of Q1 2026.
  • Independent Advisor Alliance sold 1,629 CSX Corp shares in Q1 2026, an estimated $63.8K.
  • CSX Corp made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #403 holding.
  • Independent Advisor Alliance first reported a position in CSX Corp in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's CSX Corp position peaked at $4.97M in Q1 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.