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Larry Mathis Financial Planning’s CSX Corp CSX Stock Holding History

Larry Mathis 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 		– Sell
-9,558
Closed -$392K – 155
2026
Q1 		$392K Sell
9,558
-244
-2% -$9.56K 0.35% 78
2025
Q4 		$355K Buy
+9,802
New +$351K 0.31% 98

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

Larry Mathis Financial Planning's CSX Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 9,558 shares — an estimated $392K sold.

Larry Mathis Financial Planning first reported a position in CSX in Q4 2025 and held it in 2 quarters. The position peaked at $392K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 9,558 CSX Corp shares in Q2 2026, an estimated $392K.
  • Larry Mathis Financial Planning first reported a position in CSX Corp in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's CSX Corp position peaked at $392K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.