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Kerr Financial Planning’s CSX Corp CSX Stock Holding History

Kerr Financial Planning’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 		$121K Buy
2,538
+1
+0% +$45 0.13% 119
2026
Q1 		$115K Buy
2,537
+10
+0.4% +$392 0.08% 118
2025
Q4 		$101K Buy
2,527
+8
+0.3% +$286 0.14% 127
2025
Q3 		$87.5K Buy
+2,519
New +$86K 0.12% 127

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

Kerr Financial Planning's CSX Position: Q2 2026 in Review

Kerr Financial Planning increased its CSX Corp (CSX) stake by 0.04% in Q2 2026, buying an estimated $45 and bringing the position to 2,538 shares worth $121K. The position accounts for 0.13% of the portfolio, ranked #119.

Kerr Financial Planning first reported a position in CSX in Q3 2025 and has held it in 4 quarters since. 1,986 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Kerr Financial Planning held 2,538 shares of CSX Corp worth $121K as of Q2 2026.
  • Kerr Financial Planning bought 1 CSX Corp share in Q2 2026, an estimated $45.
  • CSX Corp made up 0.13% of Kerr Financial Planning's portfolio in Q2 2026, its #119 holding.
  • Kerr Financial Planning first reported a position in CSX Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,986 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.