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
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
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.