Massachusetts Wealth Management
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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
Q3 		$1.79M Sell
38,385
-900
-2% -$44.6K 0.72% 52
2026
Q2 		$1.87M Buy
39,285
+275
+0.7% +$12.4K 0.71% 53
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Massachusetts Wealth Management's CSX Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its CSX Corp (CSX) stake by 2.3% in Q3 2026, selling an estimated $44.6K and leaving 38,385 shares worth $1.79M. The position accounts for 0.72% of the portfolio, ranked #52.

Massachusetts Wealth Management first reported a position in CSX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.87M in Q2 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Massachusetts Wealth Management held 38,385 shares of CSX Corp worth $1.79M as of Q3 2026.
  • Massachusetts Wealth Management sold 900 CSX Corp shares in Q3 2026, an estimated $44.6K.
  • CSX Corp made up 0.72% of Massachusetts Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Massachusetts Wealth Management first reported a position in CSX Corp in Q4 2022 and has held it in 16 quarters since.
  • Massachusetts Wealth Management's CSX Corp position peaked at $1.87M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.