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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
Q2 		$41.4K Buy
870
+3
+0.3% +$135 0.02% 163
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CSX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its CSX Corp (CSX) stake by 0.35% in Q2 2026, buying an estimated $135 and bringing the position to 870 shares worth $41.4K. The position accounts for 0.02% of the portfolio, ranked #163.

Marshall & Sterling Wealth Advisors first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 870 shares of CSX Corp worth $41.4K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 3 CSX Corp shares in Q2 2026, an estimated $135.
  • CSX Corp made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.