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
2023 Q3	–	Sell	-6,400	Closed	-$218K	–	219
2023 Q2	$218K	Sell	6,400 -14,868	-70%	-$470K	0.05%	182
2023 Q1	$637K	Buy	+21,268	New	+$654K	0.07%	212

Other funds holding CSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M Holdings Securities's CSX Position: Q2 2026 in Review

M Holdings Securities sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 42,714 shares — an estimated $1.9M sold.

M Holdings Securities first reported a position in CSX in Q3 2014 and held it in 19 quarters. The position peaked at $1.9M in Q1 2026. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

M Holdings Securities reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 42,714 CSX Corp shares in Q2 2026, an estimated $1.9M.
M Holdings Securities first reported a position in CSX Corp in Q3 2014 and held it in 19 quarters.
M Holdings Securities's CSX Corp position peaked at $1.9M in Q1 2026.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.