Marshall & Sterling Wealth Advisors’s CSX Corp CSX Stock Holding History

Marshall & Sterling Wealth Advisors’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	$35.6K	Buy	867 +3	+0.3%	+$118	0.02%	164
2025 Q4	$31.3K	Sell	864 -174	-17%	-$6.23K	0.02%	171
2025 Q3	$36.8K	Buy	1,038 +4	+0.4%	+$137	0.02%	202
2025 Q2	$33.7K	Sell	1,034 -4	-0.4%	-$120	0.02%	210
2025 Q1	$30.5K	Buy	1,038 +187	+22%	+$5.94K	0.02%	215
2024 Q4	$27.5K	Buy	+851	New	+$29.2K	0.02%	173

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

Marshall & Sterling Wealth Advisors's CSX Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its CSX Corp (CSX) stake by 0.35% in Q1 2026, buying an estimated $118 and bringing the position to 867 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #164.

Marshall & Sterling Wealth Advisors first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.8K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Marshall & Sterling Wealth Advisors held 867 shares of CSX Corp worth $35.6K as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 3 CSX Corp shares in Q1 2026, an estimated $118.
CSX Corp made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #164 holding.
Marshall & Sterling Wealth Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's CSX Corp position peaked at $36.8K in Q3 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.