LPL Financial
CSX icon

LPL Financial’s CSX Corp CSX Stock Holding History

LPL Financial’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 		$2.26M Hold
55,000
– – ﹤0.01% 3387
2025
Q4 		$1.99M Hold
55,000
– – ﹤0.01% 3420
2025
Q3 		$1.95M Buy
+55,000
New +$1.88M ﹤0.01% 3334

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's CSX Position: Q1 2026 in Review

LPL Financial increased its CSX Corp (CSX) stake by 6.4% in Q1 2026, buying an estimated $4.1M and bringing the position to 1,724,646 shares worth $70.8M. The position accounts for 0.02% of the portfolio, ranked #755.

LPL Financial first reported a position in CSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $75.9M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • LPL Financial held 1,724,646 shares of CSX Corp worth $70.8M as of Q1 2026.
  • LPL Financial bought 104,488 CSX Corp shares in Q1 2026, an estimated $4.1M.
  • CSX Corp made up 0.02% of LPL Financial's portfolio in Q1 2026, its #755 holding.
  • LPL Financial first reported a position in CSX Corp in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's CSX Corp position peaked at $75.9M in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.