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MBM Wealth Consultants’s CSX Corp CSX Stock Holding History

MBM Wealth Consultants’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 		– Sell
-2,000
Closed -$82.1K – 179
2026
Q1 		$82.1K Buy
+2,000
New +$78.4K 0.02% 131
2023
Q2 		– Sell
-2,000
Closed -$60K – 140
2023
Q1 		$60K Hold
2,000
– – 0.02% 153
2022
Q4 		$62K Hold
2,000
– – 0.03% 151
2022
Q3 		$55K Hold
2,000
– – 0.03% 149
2022
Q2 		$58K Hold
2,000
– – 0.03% 154
2022
Q1 		$75K Buy
2,000
+400
+25% +$14.1K 0.03% 154
2021
Q4 		$60K Buy
1,600
+600
+60% +$21.2K 0.02% 145
2021
Q3 		$30K Buy
+1,000
New +$32K 0.01% 180

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

MBM Wealth Consultants's CSX Position: Q2 2026 in Review

MBM Wealth Consultants sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 2,000 shares — an estimated $82.1K sold.

MBM Wealth Consultants first reported a position in CSX in Q3 2021 and held it in 8 quarters. The position peaked at $82.1K in Q1 2026. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • MBM Wealth Consultants reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 2,000 CSX Corp shares in Q2 2026, an estimated $82.1K.
  • MBM Wealth Consultants first reported a position in CSX Corp in Q3 2021 and held it in 8 quarters.
  • MBM Wealth Consultants's CSX Corp position peaked at $82.1K in Q1 2026.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.