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Lloyd Advisory Services’s CSX Corp CSX Stock Holding History

Lloyd Advisory Services’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 		$2.87K Sell
60
-2,103
-97% -$95K ﹤0.01% 467
2026
Q1 		$88.8K Buy
+2,163
New +$84.8K 0.03% 213
2024
Q2 		– Sell
-40,325
Closed -$1.49M – 114
2024
Q1 		$1.49M Buy
40,325
+34,254
+564% +$1.25M 0.32% 46
2023
Q4 		$210K Buy
+6,071
New +$193K 0.1% 124

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

Lloyd Advisory Services's CSX Position: Q2 2026 in Review

Lloyd Advisory Services reduced its CSX Corp (CSX) stake by 97% in Q2 2026, selling an estimated $95K and leaving 60 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Lloyd Advisory Services first reported a position in CSX in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.49M in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Lloyd Advisory Services held 60 shares of CSX Corp worth $2.87K as of Q2 2026.
  • Lloyd Advisory Services sold 2,103 CSX Corp shares in Q2 2026, an estimated $95K.
  • CSX Corp made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #467 holding.
  • Lloyd Advisory Services first reported a position in CSX Corp in Q4 2023 and has held it in 4 quarters since.
  • Lloyd Advisory Services's CSX Corp position peaked at $1.49M in Q1 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.