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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
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 $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

JPL Wealth Management's CSX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CSX Corp (CSX) in Q1 2026: 657 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CSX as recently as Q3 2025.

JPL Wealth Management first reported a position in CSX in Q3 2025 and has held it in 2 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • JPL Wealth Management held 657 shares of CSX Corp worth $27K as of Q1 2026.
  • CSX Corp was a new JPL Wealth Management position in Q1 2026.
  • CSX Corp made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #341 holding.
  • JPL Wealth Management first reported a position in CSX Corp in Q3 2025 and has held it in 2 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.