Live Oak Private Wealth’s CSX Corp CSX Stock Holding History

Live Oak Private Wealth’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 Q1	$348K	Hold	8,470	–	–	0.05%	160
2025 Q4	$307K	Hold	8,470	–	–	0.04%	161
2025 Q3	$301K	Hold	8,470	–	–	0.04%	157
2025 Q2	$276K	Sell	8,470 -111	-1%	-$3.34K	0.04%	161
2025 Q1	$253K	Hold	8,581	–	–	0.04%	159
2024 Q4	$277K	Hold	8,581	–	–	0.05%	153
2024 Q3	$296K	Buy	8,581 +111	+1%	+$3.77K	0.05%	145
2024 Q2	$283K	Hold	8,470	–	–	0.05%	140
2024 Q1	$314K	Sell	8,470 -40	-0.5%	-$1.46K	0.05%	131
2023 Q4	$295K	Hold	8,510	–	–	0.06%	131
2023 Q3	$262K	Hold	8,510	–	–	0.06%	128
2023 Q2	$290K	Hold	8,510	–	–	0.06%	128
2023 Q1	$255K	Sell	8,510 -104	-1%	-$3.2K	0.05%	135
2022 Q4	$267K	Sell	8,614 -75	-0.9%	-$2.25K	0.06%	142
2022 Q3	$231K	Hold	8,689	–	–	0.05%	148
2022 Q2	$253K	Buy	8,689 +75	+0.9%	+$2.44K	0.05%	150
2022 Q1	$323K	Hold	8,614	–	–	0.06%	142
2021 Q4	$324K	Hold	8,614	–	–	0.06%	148
2021 Q3	$256K	Buy	8,614 +1,720	+25%	+$55.1K	0.05%	159
2021 Q2	$221K	Buy	6,894 +144	+2%	+$4.75K	0.05%	154
2021 Q1	$217K	Hold	6,750	–	–	0.05%	144
2020 Q4	$204K	Buy	+6,750	New	+$194K	0.06%	139

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Live Oak Private Wealth's CSX Position: Q1 2026 in Review

Live Oak Private Wealth held its CSX Corp (CSX) position steady in Q1 2026 at 8,470 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #160.

Live Oak Private Wealth first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Live Oak Private Wealth held 8,470 shares of CSX Corp worth $348K as of Q1 2026.
Live Oak Private Wealth left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.05% of Live Oak Private Wealth's portfolio in Q1 2026, its #160 holding.
Live Oak Private Wealth first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.