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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Mindset Wealth Management reduced its CSX Corp (CSX) stake by 58% in Q2 2026, selling an estimated $352K and leaving 5,612 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #154.

Mindset Wealth Management first reported a position in CSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $551K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Mindset Wealth Management held 5,612 shares of CSX Corp worth $267K as of Q2 2026.
  • Mindset Wealth Management sold 7,800 CSX Corp shares in Q2 2026, an estimated $352K.
  • CSX Corp made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Mindset Wealth Management first reported a position in CSX Corp in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's CSX Corp position peaked at $551K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.