Lee-Kelleher Wealth Management
CSX icon

Lee-Kelleher Wealth Management’s CSX Corp CSX Stock Holding History

Lee-Kelleher 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
Q3 		$342K Hold
7,363
– – 0.18% 34
2026
Q2 		$350K Buy
7,363
+163
+2% +$7.36K 0.18% 32
2026
Q1 		$296K Hold
7,200
– – 0.18% 34
2025
Q4 		$261K Hold
7,200
– – 0.16% 34
2025
Q3 		$256K Hold
7,200
– – 0.16% 35
2025
Q2 		$235K Hold
7,200
– – 0.16% 35
2025
Q1 		$212K Hold
7,200
– – 0.16% 35
2024
Q4 		$232K Buy
+7,200
New +$247K 0.17% 37

Other funds holding CSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lee-Kelleher Wealth Management's CSX Position: Q3 2026 in Review

Lee-Kelleher Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 7,363 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #34.

Lee-Kelleher Wealth Management first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q2 2026. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Lee-Kelleher Wealth Management held 7,363 shares of CSX Corp worth $342K as of Q3 2026.
  • Lee-Kelleher Wealth Management left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.18% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Lee-Kelleher Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
  • Lee-Kelleher Wealth Management's CSX Corp position peaked at $350K in Q2 2026.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.