Lakeridge Wealth Management’s CSX Corp CSX Stock Holding History

Lakeridge 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 Q2	$308K	Buy	6,483 +64	+1%	+$2.89K	0.11%	142
2026 Q1	$264K	Buy	6,419 +76	+1%	+$2.98K	0.11%	142
2025 Q4	$230K	Buy	6,343 +60	+1%	+$2.15K	0.1%	147
2025 Q3	$223K	Sell	6,283 -7	-0.1%	-$239	0.1%	138
2025 Q2	$205K	Buy	+6,290	New	+$189K	0.09%	146
2025 Q1	–	Sell	-6,222	Closed	-$201K	–	154
2024 Q4	$201K	Buy	6,222 +46	+0.7%	+$1.58K	0.1%	149
2024 Q3	$213K	Buy	6,176 +1	+0%	+$34	0.12%	146
2024 Q2	$207K	Buy	6,175 +21	+0.3%	+$713	0.12%	140
2024 Q1	$228K	Buy	6,154 +24	+0.4%	+$876	0.15%	118
2023 Q4	$213K	Buy	+6,130	New	+$195K	0.15%	122

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Lakeridge Wealth Management's CSX Position: Q2 2026 in Review

Lakeridge Wealth Management increased its CSX Corp (CSX) stake by 1% in Q2 2026, buying an estimated $2.89K and bringing the position to 6,483 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #142.

Lakeridge Wealth Management first reported a position in CSX in Q4 2023 and has held it in 10 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Lakeridge Wealth Management held 6,483 shares of CSX Corp worth $308K as of Q2 2026.
Lakeridge Wealth Management bought 64 CSX Corp shares in Q2 2026, an estimated $2.89K.
CSX Corp made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #142 holding.
Lakeridge Wealth Management first reported a position in CSX Corp in Q4 2023 and has held it in 10 quarters since.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.