Mindset Wealth Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$261K Hold
5,612
– – 0.05% 157
2026
Q2
$267K Sell
5,612
-7,800
-58% -$352K 0.05% 154
2026
Q1
$551K Sell
13,412
-600
-4% -$23.5K 0.15% 76
2025
Q4
$508K Hold
14,012
– – 0.13% 87
2025
Q3
$498K Hold
14,012
– – 0.14% 84
2025
Q2
$457K Sell
14,012
-600
-4% -$18.1K 0.15% 81
2025
Q1
$430K Buy
14,612
+700
+5% +$22.2K 0.17% 76
2024
Q4
$449K Buy
13,912
+8,000
+135% +$274K 0.16% 68
2024
Q3
$204K Buy
+5,912
New +$201K 0.08% 117

Other funds holding CSX

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

Mindset Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 5,612 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #157.

Mindset Wealth Management first reported a position in CSX in Q3 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Mindset Wealth Management held 5,612 shares of CSX Corp worth $261K as of Q3 2026.
  • Mindset Wealth Management left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Mindset Wealth Management first reported a position in CSX Corp in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's CSX Corp position peaked at $551K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.