JWCA
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J.W. Cole Advisors’s CSX Corp CSX Stock Holding History

J.W. Cole Advisors’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 		$3.07M Buy
+64,624
New +$2.92M 0.05% 357
2026
Q1 		– Sell
-65,791
Closed -$2.27M – 895
2025
Q4 		$2.27M Sell
65,791
-14,115
-18% -$505K 0.06% 347
2025
Q3 		$2.84M Sell
79,906
-5,511
-6% -$188K 0.05% 345
2025
Q2 		$2.79M Buy
85,417
+8,978
+12% +$270K 0.06% 309
2025
Q1 		$2.25M Buy
76,439
+40,738
+114% +$1.29M 0.07% 288
2024
Q4 		$1.15M Buy
35,701
+300
+0.8% +$10.3K 0.05% 374
2024
Q3 		$1.22M Buy
35,401
+309
+0.9% +$10.5K 0.05% 346
2024
Q2 		$1.17M Sell
35,092
-1,211
-3% -$41.1K 0.06% 318
2024
Q1 		$1.34M Buy
36,303
+14,260
+65% +$520K 0.07% 278
2023
Q4 		$764K Buy
22,043
+7,912
+56% +$252K 0.04% 356
2023
Q3 		$435K Buy
14,131
+920
+7% +$29.1K 0.03% 452
2023
Q2 		$450K Buy
13,211
+2,154
+19% +$68.1K 0.03% 452
2023
Q1 		$331K Sell
11,057
-575
-5% -$17.7K 0.02% 567
2022
Q4 		$360K Buy
11,632
+557
+5% +$16.8K 0.03% 499
2022
Q3 		$295K Buy
11,075
+511
+5% +$15.9K 0.02% 541
2022
Q2 		$307K Sell
10,564
-22
-0.2% -$717 0.02% 544
2022
Q1 		$396K Buy
10,586
+546
+5% +$19.3K 0.03% 529
2021
Q4 		$378K Buy
10,040
+117
+1% +$4.13K 0.02% 567
2021
Q3 		$295K Buy
9,923
+303
+3% +$9.7K 0.02% 363
2021
Q2 		$309K Sell
9,620
-184
-2% -$6.07K 0.02% 573
2021
Q1 		$315K Buy
9,804
+1,701
+21% +$51.9K 0.03% 503
2020
Q4 		$245K Sell
8,103
-88,953
-92% -$2.56M 0.03% 535
2020
Q3 		$2.51M Buy
+97,056
New +$2.39M 0.19% 120
2020
Q1 		– Sell
-16,167
Closed -$390K – 175
2019
Q4 		$390K Buy
+16,167
New +$382K 0.05% 357

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

J.W. Cole Advisors's CSX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in CSX Corp (CSX) in Q2 2026: 64,624 shares worth $3.07M. The stake represents 0.05% of the portfolio and ranks #357 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CSX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CSX in Q4 2019 and has held it in 24 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • J.W. Cole Advisors held 64,624 shares of CSX Corp worth $3.07M as of Q2 2026.
  • CSX Corp was a new J.W. Cole Advisors position in Q2 2026.
  • CSX Corp made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #357 holding.
  • J.W. Cole Advisors first reported a position in CSX Corp in Q4 2019 and has held it in 24 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.