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LWM Advisory Services’s CSX Corp CSX Stock Holding History

LWM 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
2025
Q1 		– Sell
-6,715
Closed -$217K – 97
2024
Q4 		$217K Sell
6,715
-2,943
-30% -$101K 0.15% 89
2024
Q3 		$333K Sell
9,658
-1,547
-14% -$52.5K 0.25% 73
2024
Q2 		$375K Sell
11,205
-206
-2% -$7K 0.31% 57
2024
Q1 		$423K Buy
11,411
+3,147
+38% +$115K 0.34% 56
2023
Q4 		$287K Buy
+8,264
New +$263K 0.25% 64
2022
Q4 		– Sell
-13,170
Closed -$351K – 94
2022
Q3 		$351K Buy
13,170
+85
+0.6% +$2.64K 0.4% 74
2022
Q2 		$380K Buy
13,085
+1,290
+11% +$42K 0.46% 68
2022
Q1 		$442K Buy
11,795
+3,129
+36% +$111K 0.55% 52
2021
Q4 		$326K Buy
+8,666
New +$306K 0.4% 75

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LWM Advisory Services's CSX Position: Q1 2025 in Review

LWM Advisory Services sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 6,715 shares — an estimated $217K sold.

LWM Advisory Services first reported a position in CSX in Q4 2021 and held it in 9 quarters. The position peaked at $442K in Q1 2022. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • LWM Advisory Services reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • LWM Advisory Services sold 6,715 CSX Corp shares in Q1 2025, an estimated $217K.
  • LWM Advisory Services first reported a position in CSX Corp in Q4 2021 and held it in 9 quarters.
  • LWM Advisory Services's CSX Corp position peaked at $442K in Q1 2022.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on LWM Advisory Services's 13F filing for Q1 2025, filed 13 May 2025.