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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
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

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

Legacy Wealth Asset Management's CSX Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its CSX Corp (CSX) stake by 1.3% in Q2 2026, selling an estimated $11.8K and leaving 20,480 shares worth $973K. The position accounts for 0.21% of the portfolio, ranked #129.

Legacy Wealth Asset Management first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Legacy Wealth Asset Management held 20,480 shares of CSX Corp worth $973K as of Q2 2026.
  • Legacy Wealth Asset Management sold 262 CSX Corp shares in Q2 2026, an estimated $11.8K.
  • CSX Corp made up 0.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #129 holding.
  • Legacy Wealth Asset Management first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's CSX Corp position peaked at $1.08M in Q1 2022.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.