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Legacy Wealth Asset Management’s CSX Corp CSX Stock Holding History

Legacy Wealth Asset 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 		$938K Sell
20,173
-307
-1% -$15.2K 0.21% 139
2026
Q2 		$973K Sell
20,480
-262
-1% -$11.8K 0.21% 129
2026
Q1 		$851K Buy
20,742
+61
+0.3% +$2.39K 0.21% 149
2025
Q4 		$750K Buy
20,681
+155
+0.8% +$5.55K 0.18% 170
2025
Q3 		$729K Buy
20,526
+880
+4% +$30.1K 0.18% 183
2025
Q2 		$641K Buy
19,646
+53
+0.3% +$1.59K 0.16% 197
2025
Q1 		$577K Sell
19,593
-16
-0.1% -$508 0.16% 214
2024
Q4 		$633K Sell
19,609
-59
-0.3% -$2.02K 0.17% 187
2024
Q3 		$679K Buy
19,668
+94
+0.5% +$3.19K 0.18% 179
2024
Q2 		$655K Buy
19,574
+40
+0.2% +$1.36K 0.18% 167
2024
Q1 		$724K Sell
19,534
-4
-0% -$146 0.2% 146
2023
Q4 		$677K Sell
19,538
-168
-0.9% -$5.35K 0.22% 148
2023
Q3 		$606K Buy
19,706
+22
+0.1% +$697 0.22% 150
2023
Q2 		$671K Sell
19,684
-145
-0.7% -$4.59K 0.23% 138
2023
Q1 		$594K Sell
19,829
-122
-0.6% -$3.75K 0.21% 159
2022
Q4 		$618K Buy
19,951
+188
+1% +$5.65K 0.24% 148
2022
Q3 		$526K Sell
19,763
-9,362
-32% -$291K 0.23% 152
2022
Q2 		$846K Buy
29,125
+335
+1% +$10.9K 0.34% 110
2022
Q1 		$1.08M Buy
28,790
+679
+2% +$24K 0.38% 82
2021
Q4 		$1.06M Buy
28,111
+477
+2% +$16.8K 0.36% 89
2021
Q3 		$822K Buy
27,634
+262
+1% +$8.39K 0.38% 102
2021
Q2 		$878K Buy
27,372
+225
+0.8% +$7.42K 0.39% 92
2021
Q1 		$873K Buy
27,147
+291
+1% +$8.88K 0.4% 77
2020
Q4 		$812K Buy
+26,856
New +$772K 0.41% 83

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Legacy Wealth Asset Management's CSX Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its CSX Corp (CSX) stake by 1.5% in Q3 2026, selling an estimated $15.2K and leaving 20,173 shares worth $938K. The position accounts for 0.21% of the portfolio, ranked #139.

Legacy Wealth Asset Management first reported a position in CSX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q1 2022. 89 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Legacy Wealth Asset Management held 20,173 shares of CSX Corp worth $938K as of Q3 2026.
  • Legacy Wealth Asset Management sold 307 CSX Corp shares in Q3 2026, an estimated $15.2K.
  • CSX Corp made up 0.21% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #139 holding.
  • Legacy Wealth Asset Management first reported a position in CSX Corp in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's CSX Corp position peaked at $1.08M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.