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Integrated Wealth Concepts’s CSX Corp CSX Stock Holding History

Integrated Wealth Concepts’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 		$1.64M Buy
39,884
+9,074
+29% +$356K 0.01% 843
2025
Q4 		$1.12M Sell
30,810
-2,011
-6% -$72K 0.01% 722
2025
Q3 		$1.17M Buy
32,821
+15,730
+92% +$537K 0.01% 904
2025
Q2 		$558K Sell
17,091
-8,558
-33% -$258K 0.01% 1214
2025
Q1 		$755K Sell
25,649
-2,514
-9% -$79.8K 0.01% 954
2024
Q4 		$909K Sell
28,163
-4,077
-13% -$140K 0.01% 863
2024
Q3 		$1.11M Sell
32,240
-8,253
-20% -$280K 0.01% 755
2024
Q2 		$1.35M Buy
40,493
+4,022
+11% +$137K 0.02% 628
2024
Q1 		$1.35M Buy
36,471
+672
+2% +$24.5K 0.02% 644
2023
Q4 		$1.24M Sell
35,799
-9,964
-22% -$317K 0.02% 640
2023
Q3 		$1.41M Buy
45,763
+280
+0.6% +$8.87K 0.02% 564
2023
Q2 		$1.55M Buy
45,483
+11,081
+32% +$351K 0.03% 543
2023
Q1 		$1.03M Buy
34,402
+6,122
+22% +$188K 0.02% 602
2022
Q4 		$876K Buy
28,280
+1,207
+4% +$36.3K 0.02% 501
2022
Q3 		$721K Buy
27,073
+198
+0.7% +$6.15K 0.02% 491
2022
Q2 		$781K Buy
26,875
+2,288
+9% +$74.6K 0.02% 480
2022
Q1 		$921K Buy
24,587
+5,002
+26% +$177K 0.03% 411
2021
Q4 		$736K Sell
19,585
-2,517
-11% -$88.8K 0.02% 515
2021
Q3 		$657K Buy
22,102
+3,809
+21% +$122K 0.02% 512
2021
Q2 		$578K Buy
18,293
+9,659
+112% +$319K 0.02% 504
2021
Q1 		$277K Buy
8,634
+921
+12% +$28.1K 0.01% 606
2020
Q4 		$233K Buy
+7,713
New +$222K 0.01% 566

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

Integrated Wealth Concepts's CSX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CSX Corp (CSX) stake by 29% in Q1 2026, buying an estimated $356K and bringing the position to 39,884 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #843.

Integrated Wealth Concepts first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Integrated Wealth Concepts held 39,884 shares of CSX Corp worth $1.64M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,074 CSX Corp shares in Q1 2026, an estimated $356K.
  • CSX Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #843 holding.
  • Integrated Wealth Concepts first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.