Legacy Edge Advisors
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Legacy Edge Advisors’s CSX Corp CSX Stock Holding History

Legacy Edge Advisors’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 		$391K Buy
8,400
+300
+4% +$14.9K 0.03% 163
2026
Q2 		$385K Hold
8,100
– – 0.04% 164
2026
Q1 		$333K Sell
8,100
-15
-0.2% -$588 0.04% 174
2025
Q4 		$294K Sell
8,115
-144
-2% -$5.15K 0.03% 182
2025
Q3 		$293K Hold
8,259
– – 0.03% 171
2025
Q2 		$269K Sell
8,259
-100
-1% -$3.01K 0.04% 176
2025
Q1 		$246K Hold
8,359
– – 0.04% 166
2024
Q4 		$269K Hold
8,359
– – 0.04% 152
2024
Q3 		$289K Buy
+8,359
New +$284K 0.05% 149

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

Legacy Edge Advisors's CSX Position: Q3 2026 in Review

Legacy Edge Advisors increased its CSX Corp (CSX) stake by 3.7% in Q3 2026, buying an estimated $14.9K and bringing the position to 8,400 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #163.

Legacy Edge Advisors first reported a position in CSX in Q3 2024 and has held it in 9 quarters since. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Legacy Edge Advisors held 8,400 shares of CSX Corp worth $391K as of Q3 2026.
  • Legacy Edge Advisors bought 300 CSX Corp shares in Q3 2026, an estimated $14.9K.
  • CSX Corp made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #163 holding.
  • Legacy Edge Advisors first reported a position in CSX Corp in Q3 2024 and has held it in 9 quarters since.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.