Meritas Wealth Management’s CSX Corp CSX Stock Holding History

Meritas 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	$339K	Sell	7,140 -541	-7%	-$24.4K	0.13%	47
2026 Q1	$315K	Sell	7,681 -706	-8%	-$27.7K	0.14%	45
2025 Q4	$304K	Hold	8,387	–	–	0.15%	45
2025 Q3	$298K	Sell	8,387 -1,570	-16%	-$53.6K	0.15%	45
2025 Q2	$325K	Sell	9,957 -4,938	-33%	-$149K	0.18%	40
2025 Q1	$438K	Hold	14,895	–	–	0.26%	34
2024 Q4	$481K	Hold	14,895	–	–	0.29%	34
2024 Q3	$514K	Buy	14,895 +180	+1%	+$6.11K	0.32%	30
2024 Q2	$492K	Hold	14,715	–	–	0.35%	30
2024 Q1	$545K	Hold	14,715	–	–	0.38%	30
2023 Q4	$510K	Hold	14,715	–	–	0.38%	28
2023 Q3	$452K	Hold	14,715	–	–	0.35%	27
2023 Q2	$502K	Hold	14,715	–	–	0.38%	27
2023 Q1	$441K	Hold	14,715	–	–	0.35%	28
2022 Q4	$456K	Buy	+14,715	New	+$443K	0.38%	27

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Meritas Wealth Management reduced its CSX Corp (CSX) stake by 7% in Q2 2026, selling an estimated $24.4K and leaving 7,140 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #47.

Meritas Wealth Management first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $545K in Q1 2024. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Meritas Wealth Management held 7,140 shares of CSX Corp worth $339K as of Q2 2026.
Meritas Wealth Management sold 541 CSX Corp shares in Q2 2026, an estimated $24.4K.
CSX Corp made up 0.13% of Meritas Wealth Management's portfolio in Q2 2026, its #47 holding.
Meritas Wealth Management first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's CSX Corp position peaked at $545K in Q1 2024.
907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.