MWM
CSX icon

Massachusetts Wealth Management’s CSX Corp CSX Stock Holding History

Massachusetts Wealth Management’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 		$1.6M Buy
39,010
+850
+2% +$33.3K 0.69% 55
2025
Q4 		$1.38M Buy
38,160
+175
+0.5% +$6.26K 0.64% 61
2025
Q3 		$1.35M Buy
37,985
+800
+2% +$27.3K 0.67% 62
2025
Q2 		$1.21M Buy
37,185
+475
+1% +$14.3K 0.68% 56
2025
Q1 		$1.08M Sell
36,710
-650
-2% -$20.6K 0.74% 58
2024
Q4 		$1.21M Sell
37,360
-250
-0.7% -$8.57K 0.74% 57
2024
Q3 		$1.3M Buy
37,610
+270
+0.7% +$9.16K 0.82% 53
2024
Q2 		$1.25M Sell
37,340
-200
-0.5% -$6.79K 0.84% 51
2024
Q1 		$1.39M Buy
37,540
+2,000
+6% +$73K 0.98% 46
2023
Q4 		$1.23M Sell
35,540
-175
-0.5% -$5.58K 0.99% 43
2023
Q3 		$1.1M Sell
35,715
-200
-0.6% -$6.34K 1.01% 44
2023
Q2 		$1.22M Sell
35,915
-175
-0.5% -$5.54K 1.17% 37
2023
Q1 		$1.08M Sell
36,090
-1,400
-4% -$43K 1.11% 39
2022
Q4 		$1.16M Buy
+37,490
New +$1.13M 1.12% 39

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

Massachusetts Wealth Management's CSX Position: Q1 2026 in Review

Massachusetts Wealth Management increased its CSX Corp (CSX) stake by 2.2% in Q1 2026, buying an estimated $33.3K and bringing the position to 39,010 shares worth $1.6M. The position accounts for 0.69% of the portfolio, ranked #55.

Massachusetts Wealth Management first reported a position in CSX in Q4 2022 and has held it in 14 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Massachusetts Wealth Management held 39,010 shares of CSX Corp worth $1.6M as of Q1 2026.
  • Massachusetts Wealth Management bought 850 CSX Corp shares in Q1 2026, an estimated $33.3K.
  • CSX Corp made up 0.69% of Massachusetts Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Massachusetts Wealth Management first reported a position in CSX Corp in Q4 2022 and has held it in 14 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.