LMG Wealth Partners’s CSX Corp CSX Stock Holding History

LMG Wealth Partners’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	$376K	Buy	7,901 +288	+4%	+$13K	0.06%	135
2026 Q1	$313K	Hold	7,613	–	–	0.06%	130
2025 Q4	$276K	Hold	7,613	–	–	0.05%	134
2025 Q3	$270K	Hold	7,613	–	–	0.05%	134
2025 Q2	$248K	Hold	7,613	–	–	0.05%	130
2025 Q1	$224K	Hold	7,613	–	–	0.05%	123
2024 Q4	$246K	Hold	7,613	–	–	0.05%	114
2024 Q3	$263K	Hold	7,613	–	–	0.06%	109
2024 Q2	$255K	Hold	7,613	–	–	0.06%	108
2024 Q1	$282K	Hold	7,613	–	–	0.07%	105
2023 Q4	$264K	Sell	7,613 -262	-3%	-$8.35K	0.07%	92
2023 Q3	$242K	Hold	7,875	–	–	0.07%	93
2023 Q2	$269K	Hold	7,875	–	–	0.08%	93
2023 Q1	$236K	Hold	7,875	–	–	0.08%	100
2022 Q4	$257K	Buy	+7,875	New	+$237K	0.08%	93

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMG Wealth Partners's CSX Position: Q2 2026 in Review

LMG Wealth Partners increased its CSX Corp (CSX) stake by 3.8% in Q2 2026, buying an estimated $13K and bringing the position to 7,901 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #135.

LMG Wealth Partners first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,720 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

LMG Wealth Partners held 7,901 shares of CSX Corp worth $376K as of Q2 2026.
LMG Wealth Partners bought 288 CSX Corp shares in Q2 2026, an estimated $13K.
CSX Corp made up 0.06% of LMG Wealth Partners's portfolio in Q2 2026, its #135 holding.
LMG Wealth Partners first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
1,720 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.