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Medallion Wealth Advisors’s CSX Corp CSX Stock Holding History

Medallion Wealth Advisors’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 		$1.85M Sell
45,000
-284
-0.6% -$11.1K 0.6% 42
2025
Q4 		$1.64M Hold
45,284
– – 0.55% 46
2025
Q3 		$1.61M Buy
45,284
+284
+0.6% +$9.7K 0.57% 41
2025
Q2 		$1.51M Buy
+45,000
New +$1.35M 0.58% 42

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

Medallion Wealth Advisors's CSX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its CSX Corp (CSX) stake by 0.63% in Q1 2026, selling an estimated $11.1K and leaving 45,000 shares worth $1.85M. The position accounts for 0.6% of the portfolio, ranked #42.

Medallion Wealth Advisors first reported a position in CSX in Q2 2025 and has held it in 4 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Medallion Wealth Advisors held 45,000 shares of CSX Corp worth $1.85M as of Q1 2026.
  • Medallion Wealth Advisors sold 284 CSX Corp shares in Q1 2026, an estimated $11.1K.
  • CSX Corp made up 0.6% of Medallion Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Medallion Wealth Advisors first reported a position in CSX Corp in Q2 2025 and has held it in 4 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.