KWM
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Kingsview Wealth Management’s CSX Corp CSX Stock Holding History

Kingsview 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
2021
Q1 		– Sell
-1,500
Closed -$1K – 874
2020
Q4 		$1K Buy
+1,500
New +$43.1K ﹤0.01% 714

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

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

Kingsview Wealth Management increased its CSX Corp (CSX) stake by 14% in Q1 2026, buying an estimated $304K and bringing the position to 61,460 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #467.

Kingsview Wealth Management first reported a position in CSX in Q4 2017 and has held it in 34 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Kingsview Wealth Management held 61,460 shares of CSX Corp worth $2.52M as of Q1 2026.
  • Kingsview Wealth Management bought 7,747 CSX Corp shares in Q1 2026, an estimated $304K.
  • CSX Corp made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #467 holding.
  • Kingsview Wealth Management first reported a position in CSX Corp in Q4 2017 and has held it in 34 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.