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Legacy Wealth Management (Idaho)’s CSX Corp CSX Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-805
Closed -$33K – 358
2026
Q1 		$33K Buy
805
+78
+11% +$3.06K 0.02% 326
2025
Q4 		$26.4K Buy
727
+250
+52% +$8.95K 0.01% 293
2025
Q3 		$16.9K Hold
477
– – 0.01% 284
2025
Q2 		$15.6K Hold
477
– – 0.01% 269
2025
Q1 		$14K Hold
477
– – 0.01% 284
2024
Q4 		$15.5K Hold
477
– – 0.01% 244
2024
Q3 		$17.4K Buy
+477
New +$16.2K 0.01% 242

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 Management (Idaho)'s CSX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 805 shares — an estimated $33K sold.

Legacy Wealth Management (Idaho) first reported a position in CSX in Q3 2024 and held it in 7 quarters. The position peaked at $33K in Q1 2026. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 805 CSX Corp shares in Q2 2026, an estimated $33K.
  • Legacy Wealth Management (Idaho) first reported a position in CSX Corp in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s CSX Corp position peaked at $33K in Q1 2026.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.