Mark Sheptoff Financial Planning’s CSX Corp CSX Stock Holding History

Mark Sheptoff Financial Planning’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	$58.5K	Sell	1,300 -7,200	-85%	-$282K	0.03%	168
2025 Q4	$308K	Hold	8,500	–	–	0.15%	81
2025 Q3	$302K	Buy	8,500 +100	+1%	+$3.42K	0.14%	83
2025 Q2	$274K	Hold	8,400	–	–	0.15%	84
2025 Q1	$247K	Hold	8,400	–	–	0.14%	81
2024 Q4	$271K	Hold	8,400	–	–	0.15%	78
2024 Q3	$290K	Hold	8,400	–	–	0.15%	80
2024 Q2	$281K	Hold	8,400	–	–	0.16%	77
2024 Q1	$311K	Hold	8,400	–	–	0.17%	72
2023 Q4	$291K	Hold	8,400	–	–	0.18%	72
2023 Q3	$258K	Hold	8,400	–	–	0.17%	71
2023 Q2	$286K	Sell	8,400 -1,440	-15%	-$45.5K	0.16%	77
2023 Q1	$295K	Hold	9,840	–	–	0.17%	80
2022 Q4	$305K	Hold	9,840	–	–	0.18%	76
2022 Q3	$262K	Buy	9,840 +990	+11%	+$30.8K	0.16%	77
2022 Q2	$257K	Hold	8,850	–	–	0.15%	82
2022 Q1	$331K	Sell	8,850 -301	-3%	-$10.6K	0.17%	82
2021 Q4	$344K	Buy	9,151 +1,501	+20%	+$52.9K	0.16%	79
2021 Q3	$228K	Hold	7,650	–	–	0.13%	99
2021 Q2	$245K	Sell	7,650 -14,400	-65%	-$475K	0.13%	92
2021 Q1	$709K	Hold	22,050	–	–	0.41%	49
2020 Q4	$667K	Hold	22,050	–	–	0.38%	52
2020 Q3	$571K	Hold	22,050	–	–	0.35%	49
2020 Q2	$513K	Hold	22,050	–	–	0.33%	49
2020 Q1	$421K	Hold	22,050	–	–	0.32%	50
2019 Q4	$532K	Hold	22,050	–	–	0.33%	56
2019 Q3	$509K	Sell	22,050 -300	-1%	-$6.98K	0.34%	53
2019 Q2	$576K	Hold	22,350	–	–	0.39%	51
2019 Q1	$557K	Hold	22,350	–	–	0.4%	50
2018 Q4	$463K	Hold	22,350	–	–	0.38%	49
2018 Q3	$552K	Buy	22,350 +300	+1%	+$7.15K	0.38%	57
2018 Q2	$469K	Hold	22,050	–	–	0.35%	65
2018 Q1	$409K	Hold	22,050	–	–	0.28%	76
2017 Q4	$404K	Hold	22,050	–	–	0.26%	77
2017 Q3	$399K	Hold	22,050	–	–	0.27%	75
2017 Q2	$401K	Sell	22,050 -3,003	-12%	-$51.4K	0.28%	72
2017 Q1	$389K	Buy	25,053 +3,003	+14%	+$45.8K	0.28%	74
2016 Q4	$264K	Hold	22,050	–	–	0.2%	86
2016 Q3	$224K	Hold	22,050	–	–	0.17%	93
2016 Q2	$192K	Hold	22,050	–	–	0.14%	93
2016 Q1	$189K	Hold	22,050	–	–	0.15%	86
2015 Q4	$191K	Sell	22,050 -3,000	-12%	-$27.2K	0.15%	94
2015 Q3	$225K	Sell	25,050 -163,578	-87%	-$1.61M	0.2%	84
2015 Q2	$2.05M	Sell	188,628 -3,570	-2%	-$41.4K	1.66%	16
2015 Q1	$2.12M	Sell	192,198 -2,076	-1%	-$23.9K	1.77%	13
2014 Q4	$2.35M	Buy	194,274 +3,624	+2%	+$42.4K	2.07%	13
2014 Q3	$2.04M	Buy	190,650 +4,527	+2%	+$46.7K	1.8%	12
2014 Q2	$1.91M	Sell	186,123 -4,473	-2%	-$43.5K	1.63%	14
2014 Q1	$1.84M	Buy	+190,596	New	+$1.77M	1.63%	15

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's CSX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its CSX Corp (CSX) stake by 85% in Q1 2026, selling an estimated $282K and leaving 1,300 shares worth $58.5K. The position accounts for 0.03% of the portfolio, ranked #168.

Mark Sheptoff Financial Planning first reported a position in CSX in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.35M in Q4 2014. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Mark Sheptoff Financial Planning held 1,300 shares of CSX Corp worth $58.5K as of Q1 2026.
Mark Sheptoff Financial Planning sold 7,200 CSX Corp shares in Q1 2026, an estimated $282K.
CSX Corp made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #168 holding.
Mark Sheptoff Financial Planning first reported a position in CSX Corp in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's CSX Corp position peaked at $2.35M in Q4 2014.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.