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Mindset Wealth Management’s CSX Corp CSX Stock Holding History

Mindset 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
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

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

Mindset Wealth Management's CSX Position: Q1 2026 in Review

Mindset Wealth Management reduced its CSX Corp (CSX) stake by 4.3% in Q1 2026, selling an estimated $23.5K and leaving 13,412 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #76.

Mindset Wealth Management first reported a position in CSX in Q3 2024 and has held it in 7 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Mindset Wealth Management held 13,412 shares of CSX Corp worth $551K as of Q1 2026.
  • Mindset Wealth Management sold 600 CSX Corp shares in Q1 2026, an estimated $23.5K.
  • CSX Corp made up 0.15% of Mindset Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Mindset Wealth Management first reported a position in CSX Corp in Q3 2024 and has held it in 7 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.