Kapstone Financial Advisors’s CSX Corp CSX Stock Holding History

Kapstone Financial 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	$768K	Hold	18,715	–	–	0.38%	48
2025 Q4	$678K	Sell	18,715 -63	-0.3%	-$2.25K	0.34%	50
2025 Q3	$667K	Hold	18,778	–	–	0.31%	48
2025 Q2	$613K	Hold	18,778	–	–	0.31%	50
2025 Q1	$553K	Hold	18,778	–	–	0.31%	52
2024 Q4	$619K	Hold	18,778	–	–	0.33%	50
2024 Q3	$648K	Hold	18,778	–	–	0.39%	49
2024 Q2	$628K	Sell	18,778 -200	-1%	-$6.79K	0.41%	45
2024 Q1	$704K	Sell	18,978 -133	-0.7%	-$4.85K	0.48%	39
2023 Q4	$669K	Sell	19,111 -1,284	-6%	-$40.9K	0.52%	35
2023 Q3	$627K	Hold	20,395	–	–	0.56%	34
2023 Q2	$679K	Hold	20,395	–	–	0.56%	34
2023 Q1	$620K	Hold	20,395	–	–	0.56%	37
2022 Q4	$666K	Buy	+20,395	New	+$613K	0.61%	36

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Kapstone Financial Advisors's CSX Position: Q1 2026 in Review

Kapstone Financial Advisors held its CSX Corp (CSX) position steady in Q1 2026 at 18,715 shares worth $768K. The position accounts for 0.38% of the portfolio, ranked #48.

Kapstone Financial Advisors first reported a position in CSX in Q4 2022 and has held it in 14 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Kapstone Financial Advisors held 18,715 shares of CSX Corp worth $768K as of Q1 2026.
Kapstone Financial Advisors left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.38% of Kapstone Financial Advisors's portfolio in Q1 2026, its #48 holding.
Kapstone Financial Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 14 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.