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
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 $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

J.W. Cole Advisors's CSX Position: Q1 2026 in Review

J.W. Cole Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 65,791 shares — an estimated $2.27M sold.

J.W. Cole Advisors first reported a position in CSX in Q4 2019 and held it in 23 quarters. The position peaked at $2.84M in Q3 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • J.W. Cole Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 65,791 CSX Corp shares in Q1 2026, an estimated $2.27M.
  • J.W. Cole Advisors first reported a position in CSX Corp in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's CSX Corp position peaked at $2.84M in Q3 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.