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JPL Wealth Management’s CSX Corp CSX Stock Holding History

JPL Wealth Management’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 		$34.2K Buy
719
+62
+9% +$2.8K 0.01% 327
2026
Q1 		$27K Buy
+657
New +$25.7K 0.01% 341
2025
Q4 		– Sell
-650
Closed -$23.1K – 343
2025
Q3 		$23.1K Buy
+650
New +$22.2K 0.01% 377

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

JPL Wealth Management's CSX Position: Q2 2026 in Review

JPL Wealth Management increased its CSX Corp (CSX) stake by 9.4% in Q2 2026, buying an estimated $2.8K and bringing the position to 719 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #327.

JPL Wealth Management first reported a position in CSX in Q3 2025 and has held it in 3 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • JPL Wealth Management held 719 shares of CSX Corp worth $34.2K as of Q2 2026.
  • JPL Wealth Management bought 62 CSX Corp shares in Q2 2026, an estimated $2.8K.
  • CSX Corp made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #327 holding.
  • JPL Wealth Management first reported a position in CSX Corp in Q3 2025 and has held it in 3 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.