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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
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

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
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

Lee-Kelleher Wealth Management's CSX Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its CSX Corp (CSX) stake by 2.3% in Q2 2026, buying an estimated $7.36K and bringing the position to 7,363 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #32.

Lee-Kelleher Wealth Management first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Lee-Kelleher Wealth Management held 7,363 shares of CSX Corp worth $350K as of Q2 2026.
  • Lee-Kelleher Wealth Management bought 163 CSX Corp shares in Q2 2026, an estimated $7.36K.
  • CSX Corp made up 0.18% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Lee-Kelleher Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.