Journey Strategic Wealth’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
Q1
$576K Buy
14,030
+4,728
+51% +$185K 0.01% 305
2025
Q4
$337K Sell
9,302
-125
-1% -$4.47K 0.01% 460
2025
Q3
$335K Buy
9,427
+1,054
+13% +$36K 0.01% 437
2025
Q2
$273K Buy
+8,373
New +$252K 0.01% 470

Other funds holding CSX

Journey Strategic Wealth's CSX Position: Q1 2026 in Review

Journey Strategic Wealth increased its CSX Corp (CSX) stake by 51% in Q1 2026, buying an estimated $185K and bringing the position to 14,030 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #305.

Journey Strategic Wealth first reported a position in CSX in Q2 2025 and has held it in 4 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Journey Strategic Wealth held 14,030 shares of CSX Corp worth $576K as of Q1 2026.
  • Journey Strategic Wealth bought 4,728 CSX Corp shares in Q1 2026, an estimated $185K.
  • CSX Corp made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #305 holding.
  • Journey Strategic Wealth first reported a position in CSX Corp in Q2 2025 and has held it in 4 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.