KJWM
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Kiley Juergens Wealth Management’s CSX Corp CSX Stock Holding History

Kiley Juergens 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 		$351K Sell
8,549
-2,710
-24% -$106K 0.06% 167
2025
Q4 		$408K Buy
11,259
+253
+2% +$9.05K 0.09% 69
2025
Q3 		$391K Buy
11,006
+224
+2% +$7.65K 0.09% 70
2025
Q2 		$352K Hold
10,782
– – 0.08% 72
2025
Q1 		$317K Sell
10,782
-600
-5% -$19.1K 0.08% 70
2024
Q4 		$367K Sell
11,382
-562
-5% -$19.3K 0.09% 69
2024
Q3 		$412K Hold
11,944
– – 0.11% 67
2024
Q2 		$400K Sell
11,944
-300
-2% -$10.2K 0.11% 69
2024
Q1 		$454K Sell
12,244
-400
-3% -$14.6K 0.14% 62
2023
Q4 		$438K Buy
12,644
+1,800
+17% +$57.3K 0.15% 59
2023
Q3 		$333K Hold
10,844
– – 0.12% 71
2023
Q2 		$370K Sell
10,844
-45
-0.4% -$1.42K 0.13% 71
2023
Q1 		$326K Hold
10,889
– – 0.12% 70
2022
Q4 		$337K Sell
10,889
-120
-1% -$3.61K 0.14% 68
2022
Q3 		$293K Sell
11,009
-600
-5% -$18.6K 0.14% 67
2022
Q2 		$337K Buy
+11,609
New +$378K 0.16% 67
2022
Q1 		– Sell
-12,381
Closed -$466K – 55
2021
Q4 		$466K Buy
12,381
+1
+0% +$35 0.18% 63
2021
Q3 		$368K Sell
12,380
-5,716
-32% -$183K 0.16% 64
2021
Q2 		$580K Buy
+18,096
New +$597K 0.27% 55
2018
Q4 		– Sell
-8,184
Closed -$202K – 166
2018
Q3 		$202K Buy
8,184
+3
+0% +$71 0.15% 100
2018
Q2 		$173K Buy
+8,181
New +$168K 0.15% 93
2018
Q1 		– Sell
-8,502
Closed -$155K – 194
2017
Q4 		$155K Buy
+8,502
New +$151K 0.14% 93

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

Kiley Juergens Wealth Management's CSX Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its CSX Corp (CSX) stake by 24% in Q1 2026, selling an estimated $106K and leaving 8,549 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #167.

Kiley Juergens Wealth Management first reported a position in CSX in Q4 2017 and has held it in 22 quarters since. The position peaked at $580K in Q2 2021. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Kiley Juergens Wealth Management held 8,549 shares of CSX Corp worth $351K as of Q1 2026.
  • Kiley Juergens Wealth Management sold 2,710 CSX Corp shares in Q1 2026, an estimated $106K.
  • CSX Corp made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Kiley Juergens Wealth Management first reported a position in CSX Corp in Q4 2017 and has held it in 22 quarters since.
  • Kiley Juergens Wealth Management's CSX Corp position peaked at $580K in Q2 2021.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.