Institute for Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.29M | Sell |
69,282
-114
| -0.2% | -$5.15K | 0.29% | 68 |
|
|
2026
Q1 | $2.85M | Sell |
69,396
-53
| -0.1% | -$2.08K | 0.3% | 70 |
|
|
2025
Q4 | $2.52M | Sell |
69,449
-55
| -0.1% | -$1.97K | 0.27% | 78 |
|
|
2025
Q3 | $2.47M | Sell |
69,504
-411
| -0.6% | -$14K | 0.26% | 79 |
|
|
2025
Q2 | $2.28M | Sell |
69,915
-90
| -0.1% | -$2.71K | 0.25% | 85 |
|
|
2025
Q1 | $2.06M | Sell |
70,005
-666
| -0.9% | -$21.2K | 0.26% | 84 |
|
|
2024
Q4 | $2.28M | Sell |
70,671
-297
| -0.4% | -$10.2K | 0.29% | 73 |
|
|
2024
Q3 | $2.45M | Sell |
70,968
-547
| -0.8% | -$18.6K | 0.31% | 68 |
|
|
2024
Q2 | $2.39M | Sell |
71,515
-929
| -1% | -$31.6K | 0.32% | 65 |
|
|
2024
Q1 | $2.69M | Sell |
72,444
-28
| -0% | -$1.02K | 0.35% | 55 |
|
|
2023
Q4 | $2.51M | Sell |
72,472
-485
| -0.7% | -$15.4K | 0.41% | 50 |
|
|
2023
Q3 | $2.24M | Sell |
72,957
-155
| -0.2% | -$4.91K | 0.4% | 54 |
|
|
2023
Q2 | $2.49M | Sell |
73,112
-40
| -0.1% | -$1.26K | 0.42% | 50 |
|
|
2023
Q1 | $2.19M | Sell |
73,152
-173
| -0.2% | -$5.32K | 0.42% | 54 |
|
|
2022
Q4 | $2.27M | Sell |
73,325
-252
| -0.3% | -$7.58K | 0.48% | 47 |
|
|
2022
Q3 | $1.96M | Sell |
73,577
-5
| -0% | -$155 | 0.44% | 51 |
|
|
2022
Q2 | $2.14M | Sell |
73,582
-642
| -0.9% | -$20.9K | 0.42% | 50 |
|
|
2022
Q1 | $2.78M | Buy |
74,224
+28
| +0% | +$990 | 0.45% | 51 |
|
|
2021
Q4 | $2.79M | Sell |
74,196
-91
| -0.1% | -$3.21K | 0.45% | 49 |
|
|
2021
Q3 | $2.21M | Sell |
74,287
-164
| -0.2% | -$5.25K | 0.39% | 60 |
|
|
2021
Q2 | $2.39M | Sell |
74,451
-1,617
| -2% | -$53.3K | 0.42% | 59 |
|
|
2021
Q1 | $2.44M | Sell |
76,068
-2,460
| -3% | -$75.1K | 0.46% | 49 |
|
|
2020
Q4 | $2.38M | Sell |
78,528
-1,350
| -2% | -$38.8K | 0.47% | 45 |
|
|
2020
Q3 | $2.07M | Sell |
79,878
-1,038
| -1% | -$25.6K | 0.47% | 45 |
|
|
2020
Q2 | $1.88M | Sell |
80,916
-609
| -0.7% | -$13.5K | 0.46% | 43 |
|
|
2020
Q1 | $1.56M | Sell |
81,525
-1,407
| -2% | -$32.9K | 0.48% | 48 |
|
|
2019
Q4 | $2M | Buy |
82,932
+1,533
| +2% | +$36.3K | 0.45% | 44 |
|
|
2019
Q3 | $1.88M | Sell |
81,399
-15,384
| -16% | -$358K | 0.47% | 46 |
|
|
2019
Q2 | $2.5M | Buy |
96,783
+3,471
| +4% | +$89.4K | 0.55% | 40 |
|
|
2019
Q1 | $2.33M | Buy |
+93,312
| New | +$2.16M | 0.51% | 45 |
|
|
2018
Q4 | – | Sell |
-101,310
| Closed | -$2.5M | – | 279 |
|
|
2018
Q3 | $2.5M | Sell |
101,310
-7,965
| -7% | -$190K | 0.84% | 28 |
|
|
2018
Q2 | $2.32M | Buy |
109,275
+687
| +0.6% | +$14.1K | 0.74% | 31 |
|
|
2018
Q1 | $2.16M | Buy |
108,588
+13,743
| +14% | +$257K | 0.64% | 37 |
|
|
2017
Q4 | $1.73M | Sell |
94,845
-11,217
| -11% | -$199K | 0.4% | 68 |
|
|
2017
Q3 | $1.92M | Sell |
106,062
-588
| -0.6% | -$10.1K | 0.62% | 42 |
|
|
2017
Q2 | $1.94M | Buy |
+106,650
| New | +$1.83M | 0.53% | 37 |
|
Other funds holding CSX
Institute for Wealth Management's CSX Position: Q2 2026 in Review
Institute for Wealth Management reduced its CSX Corp (CSX) stake by 0.16% in Q2 2026, selling an estimated $5.15K and leaving 69,282 shares worth $3.29M. The position accounts for 0.29% of the portfolio, ranked #68.
Institute for Wealth Management first reported a position in CSX in Q2 2017 and has held it in 36 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Institute for Wealth Management held 69,282 shares of CSX Corp worth $3.29M as of Q2 2026.
- Institute for Wealth Management sold 114 CSX Corp shares in Q2 2026, an estimated $5.15K.
- CSX Corp made up 0.29% of Institute for Wealth Management's portfolio in Q2 2026, its #68 holding.
- Institute for Wealth Management first reported a position in CSX Corp in Q2 2017 and has held it in 36 quarters since.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.