Lowe Wealth Advisors’s CSX Corp CSX Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$14.1K	Hold	396	–	–	0.01%	235
2025 Q2	$12.9K	Hold	396	–	–	0.01%	235
2025 Q1	$11.7K	Hold	396	–	–	0.01%	238
2024 Q4	$12.8K	Hold	396	–	–	0.01%	214
2024 Q3	$13.7K	Hold	396	–	–	0.01%	199
2024 Q2	$13.2K	Hold	396	–	–	0.01%	202
2024 Q1	$14.7K	Hold	396	–	–	0.01%	184
2023 Q4	$13.7K	Hold	396	–	–	0.01%	189
2023 Q3	$12.2K	Hold	396	–	–	0.01%	189
2023 Q2	$13.5K	Hold	396	–	–	0.01%	195
2023 Q1	$11.9K	Sell	396 -132	-25%	-$4.06K	0.01%	196
2022 Q4	$16.4K	Buy	528 +432	+450%	+$13K	0.01%	169
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	271
2022 Q2	$3K	Hold	96	–	–	﹤0.01%	259
2022 Q1	$4K	Hold	96	–	–	﹤0.01%	255
2021 Q4	$4K	Hold	96	–	–	﹤0.01%	238
2021 Q3	$3K	Hold	96	–	–	﹤0.01%	243
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	236
2021 Q1	$3K	Hold	96	–	–	﹤0.01%	229
2020 Q4	$3K	Hold	96	–	–	﹤0.01%	220
2020 Q3	$2K	Hold	96	–	–	﹤0.01%	230
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	224
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	231
2019 Q4	$2K	Buy	+96	New	+$2.27K	﹤0.01%	238

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lowe Wealth Advisors's CSX Position: Q3 2025 in Review

Lowe Wealth Advisors held its CSX Corp (CSX) position steady in Q3 2025 at 396 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #235.

Lowe Wealth Advisors first reported a position in CSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $16.4K in Q4 2022. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Lowe Wealth Advisors held 396 shares of CSX Corp worth $14.1K as of Q3 2025.
Lowe Wealth Advisors left its CSX Corp share count unchanged in Q3 2025.
CSX Corp made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #235 holding.
Lowe Wealth Advisors first reported a position in CSX Corp in Q4 2019 and has held it in 24 quarters since.
Lowe Wealth Advisors's CSX Corp position peaked at $16.4K in Q4 2022.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.