Mascoma Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.3K | Sell |
405
-313
| -44% | -$14.1K | ﹤0.01% | 265 |
|
|
2026
Q1 | $29.5K | Hold |
718
| – | – | 0.01% | 231 |
|
|
2025
Q4 | $26K | Buy |
718
+37
| +5% | +$1.32K | 0.01% | 235 |
|
|
2025
Q3 | $24.2K | Hold |
681
| – | – | 0.01% | 249 |
|
|
2025
Q2 | $22.2K | Hold |
681
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $20K | Hold |
681
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $22K | Hold |
681
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $23.5K | Hold |
681
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $22.8K | Hold |
681
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $25.2K | Hold |
681
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $23.6K | Hold |
681
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $20.9K | Hold |
681
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $21.3K | Hold |
681
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $20.9K | Hold |
681
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $21.1K | Hold |
681
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $18K | Hold |
681
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $20K | Hold |
681
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $26K | Hold |
681
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $26K | Hold |
681
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $20K | Buy |
+681
| New | +$21.8K | 0.01% | 292 |
|
|
2021
Q2 | – | Sell |
-1,887
| Closed | -$61K | – | 174 |
|
|
2021
Q1 | $61K | Buy |
+1,887
| New | +$57.6K | 0.03% | 190 |
|
|
2019
Q3 | – | Sell |
-1,242
| Closed | -$32K | – | 131 |
|
|
2019
Q2 | $32K | Hold |
1,242
| – | – | 0.02% | 189 |
|
|
2019
Q1 | $31K | Hold |
1,242
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $26K | Hold |
1,242
| – | – | 0.02% | 188 |
|
|
2018
Q3 | $31K | Hold |
1,242
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $26K | Hold |
1,242
| – | – | 0.02% | 204 |
|
|
2018
Q1 | $23K | Hold |
1,242
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $23K | Sell |
1,242
-270
| -18% | -$4.78K | 0.01% | 201 |
|
|
2017
Q3 | $27K | Hold |
1,512
| – | – | 0.02% | 199 |
|
|
2017
Q2 | $27K | Hold |
1,512
| – | – | 0.02% | 204 |
|
|
2017
Q1 | $23K | Hold |
1,512
| – | – | 0.02% | 202 |
|
|
2016
Q4 | $18K | Buy |
+1,512
| New | +$17K | 0.01% | 223 |
|
Other funds holding CSX
Mascoma Wealth Management's CSX Position: Q2 2026 in Review
Mascoma Wealth Management reduced its CSX Corp (CSX) stake by 44% in Q2 2026, selling an estimated $14.1K and leaving 405 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #265.
Mascoma Wealth Management first reported a position in CSX in Q4 2016 and has held it in 32 quarters since. The position peaked at $61K in Q1 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Mascoma Wealth Management held 405 shares of CSX Corp worth $19.3K as of Q2 2026.
- Mascoma Wealth Management sold 313 CSX Corp shares in Q2 2026, an estimated $14.1K.
- CSX Corp made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #265 holding.
- Mascoma Wealth Management first reported a position in CSX Corp in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's CSX Corp position peaked at $61K in Q1 2021.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.