MHS
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M Holdings Securities’s CSX Corp CSX Stock Holding History

M Holdings Securities’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 		$1.9M Sell
42,714
-5,307
-11% -$208K 0.13% 136
2025
Q4 		$1.74M Buy
+48,021
New +$1.72M 0.12% 137
2024
Q1 		– Sell
-19,055
Closed -$661K – 136
2023
Q4 		$661K Sell
19,055
-63
-0.3% -$2.01K 0.07% 146
2023
Q3 		$588K Buy
+19,118
New +$606K 0.08% 153
2023
Q1 		– Sell
-20,645
Closed -$635K – 493
2022
Q4 		$640K Buy
20,645
+369
+2% +$11.1K 0.07% 214
2022
Q3 		$540K Sell
20,276
-153
-0.7% -$4.75K 0.06% 232
2022
Q2 		$594K Sell
20,429
-155
-0.8% -$5.05K 0.06% 219
2022
Q1 		$771K Buy
+20,584
New +$728K 0.06% 220
2021
Q2 		– Sell
-20,034
Closed -$644K – 289
2021
Q1 		$644K Buy
+20,034
New +$611K 0.06% 252
2019
Q2 		– Sell
-17,766
Closed -$443K – 200
2019
Q1 		$443K Buy
17,766
+345
+2% +$7.99K 0.1% 221
2018
Q4 		$361K Buy
17,421
+1,674
+11% +$38.5K 0.11% 217
2018
Q3 		$389K Buy
15,747
+69
+0.4% +$1.64K 0.1% 234
2018
Q2 		$333K Sell
15,678
-1,185
-7% -$24.4K 0.09% 252
2018
Q1 		$313K Buy
16,863
+1,725
+11% +$32.2K 0.1% 247
2017
Q4 		$278K Sell
15,138
-1,200
-7% -$21.3K 0.08% 258
2017
Q3 		$295K Sell
16,338
-621
-4% -$10.7K 0.09% 242
2017
Q2 		$308K Buy
16,959
+621
+4% +$10.6K 0.11% 224
2017
Q1 		$254K Buy
+16,338
New +$249K 0.1% 225
2014
Q4 		– Sell
-4,590
Closed -$45K – 223
2014
Q3 		$45K Buy
+4,590
New +$47.3K 0.03% 394

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

M Holdings Securities's CSX Position: Q1 2026 in Review

M Holdings Securities reduced its CSX Corp (CSX) stake by 11% in Q1 2026, selling an estimated $208K and leaving 42,714 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #136.

M Holdings Securities first reported a position in CSX in Q3 2014 and has held it in 19 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • M Holdings Securities held 42,714 shares of CSX Corp worth $1.9M as of Q1 2026.
  • M Holdings Securities sold 5,307 CSX Corp shares in Q1 2026, an estimated $208K.
  • CSX Corp made up 0.13% of M Holdings Securities's portfolio in Q1 2026, its #136 holding.
  • M Holdings Securities first reported a position in CSX Corp in Q3 2014 and has held it in 19 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.