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 Q3	$332K	Hold	7,140	–	–	0.12%	52
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Meritas Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 7,140 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #52.

Meritas Wealth Management first reported a position in CSX in Q4 2022 and has held it in 16 quarters since. The position peaked at $545K in Q1 2024. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Meritas Wealth Management held 7,140 shares of CSX Corp worth $332K as of Q3 2026.
Meritas Wealth Management left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.12% of Meritas Wealth Management's portfolio in Q3 2026, its #52 holding.
Meritas Wealth Management first reported a position in CSX Corp in Q4 2022 and has held it in 16 quarters since.
Meritas Wealth Management's CSX Corp position peaked at $545K in Q1 2024.
1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.