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Lake Street Private Wealth’s CSX Corp CSX Stock Holding History

Lake Street Private Wealth’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
8,558
-162
-2% -$6.35K 0.04% 198
2025
Q4 		$316K Hold
8,720
– – 0.04% 215
2025
Q3 		$310K Buy
8,720
+42
+0.5% +$1.43K 0.04% 213
2025
Q2 		$283K Sell
8,678
-163
-2% -$4.91K 0.04% 214
2025
Q1 		$260K Sell
8,841
-341
-4% -$10.8K 0.04% 213
2024
Q4 		$296K Sell
9,182
-383
-4% -$13.1K 0.05% 199
2024
Q3 		$330K Sell
9,565
-523
-5% -$17.7K 0.05% 203
2024
Q2 		$337K Sell
10,088
-146
-1% -$4.96K 0.04% 252
2024
Q1 		$379K Sell
10,234
-520
-5% -$19K 0.05% 240
2023
Q4 		$373K Buy
10,754
+76
+0.7% +$2.42K 0.06% 235
2023
Q3 		$326K Buy
10,678
+512
+5% +$16.2K 0.06% 218
2023
Q2 		$347K Sell
10,166
-798
-7% -$25.2K 0.06% 214
2023
Q1 		$328K Buy
10,964
+490
+5% +$15.1K 0.06% 218
2022
Q4 		$324K Buy
10,474
+146
+1% +$4.39K 0.07% 216
2022
Q3 		$275K Buy
10,328
+2,945
+40% +$91.5K 0.06% 226
2022
Q2 		$215K Buy
7,383
+92
+1% +$3K 0.05% 270
2022
Q1 		$273K Buy
7,291
+1,108
+18% +$39.2K 0.05% 266
2021
Q4 		$232K Sell
6,183
-1,005
-14% -$35.4K 0.04% 294
2021
Q3 		$214K Sell
7,188
-470
-6% -$15K 0.05% 219
2021
Q2 		$247K Sell
7,658
-1,714
-18% -$56.5K 0.06% 185
2021
Q1 		$301K Sell
9,372
-240
-2% -$7.33K 0.08% 175
2020
Q4 		$291K Buy
9,612
+117
+1% +$3.36K 0.08% 167
2020
Q3 		$246K Hold
9,495
– – 0.08% 149
2020
Q2 		$220K Buy
+9,495
New +$210K 0.08% 145

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

Lake Street Private Wealth's CSX Position: Q1 2026 in Review

Lake Street Private Wealth reduced its CSX Corp (CSX) stake by 1.9% in Q1 2026, selling an estimated $6.35K and leaving 8,558 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #198.

Lake Street Private Wealth first reported a position in CSX in Q2 2020 and has held it in 24 quarters since. The position peaked at $379K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Lake Street Private Wealth held 8,558 shares of CSX Corp worth $351K as of Q1 2026.
  • Lake Street Private Wealth sold 162 CSX Corp shares in Q1 2026, an estimated $6.35K.
  • CSX Corp made up 0.04% of Lake Street Private Wealth's portfolio in Q1 2026, its #198 holding.
  • Lake Street Private Wealth first reported a position in CSX Corp in Q2 2020 and has held it in 24 quarters since.
  • Lake Street Private Wealth's CSX Corp position peaked at $379K in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.