Mattern Wealth Management’s CSX Corp CSX Stock Holding History

Mattern 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 Q2	$418K	Hold	8,784	–	–	0.07%	121
2026 Q1	$361K	Hold	8,784	–	–	0.07%	110
2025 Q4	$318K	Hold	8,784	–	–	0.06%	122
2025 Q3	$312K	Hold	8,784	–	–	0.06%	121
2025 Q2	$287K	Hold	8,784	–	–	0.06%	128
2025 Q1	$259K	Hold	8,784	–	–	0.06%	142
2024 Q4	$283K	Hold	8,784	–	–	0.06%	137
2024 Q3	$303K	Hold	8,784	–	–	0.07%	140
2024 Q2	$294K	Hold	8,784	–	–	0.07%	142
2024 Q1	$326K	Hold	8,784	–	–	0.08%	136
2023 Q4	$305K	Hold	8,784	–	–	0.08%	136
2023 Q3	$270K	Hold	8,784	–	–	0.08%	141
2023 Q2	$300K	Hold	8,784	–	–	0.09%	136
2023 Q1	$263K	Hold	8,784	–	–	0.09%	147
2022 Q4	$272K	Hold	8,784	–	–	0.11%	137
2022 Q3	$234K	Hold	8,784	–	–	0.09%	141
2022 Q2	$255K	Hold	8,784	–	–	0.1%	128
2022 Q1	$329K	Hold	8,784	–	–	0.11%	119
2021 Q4	$330K	Hold	8,784	–	–	0.1%	131
2021 Q3	$261K	Hold	8,784	–	–	0.09%	147
2021 Q2	$277K	Hold	8,784	–	–	0.09%	147
2021 Q1	$282K	Hold	8,784	–	–	0.1%	140
2020 Q4	$266K	Hold	8,784	–	–	0.1%	136
2020 Q3	$227K	Hold	8,784	–	–	0.1%	136
2020 Q2	$204K	Buy	+8,784	New	+$194K	0.1%	133
2020 Q1	–	Sell	-8,784	Closed	-$212K	–	121
2019 Q4	$212K	Buy	+8,784	New	+$208K	0.13%	125

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mattern Wealth Management's CSX Position: Q2 2026 in Review

Mattern Wealth Management held its CSX Corp (CSX) position steady in Q2 2026 at 8,784 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #121.

Mattern Wealth Management first reported a position in CSX in Q4 2019 and has held it in 26 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Mattern Wealth Management held 8,784 shares of CSX Corp worth $418K as of Q2 2026.
Mattern Wealth Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.07% of Mattern Wealth Management's portfolio in Q2 2026, its #121 holding.
Mattern Wealth Management first reported a position in CSX Corp in Q4 2019 and has held it in 26 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.