MWM
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Mission Wealth Management’s CSX Corp CSX Stock Holding History

Mission 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 		$2.17M Buy
45,713
+22,054
+93% +$996K 0.03% 292
2026
Q1 		$971K Sell
23,659
-5,416
-19% -$212K 0.02% 332
2025
Q4 		$1.05M Sell
29,075
-121
-0.4% -$4.33K 0.02% 325
2025
Q3 		$1.04M Sell
29,196
-2,856
-9% -$97.5K 0.02% 326
2025
Q2 		$1.05M Sell
32,052
-19
-0.1% -$572 0.02% 322
2025
Q1 		$944K Buy
32,071
+166
+0.5% +$5.27K 0.02% 319
2024
Q4 		$1.03M Buy
31,905
+446
+1% +$15.3K 0.02% 283
2024
Q3 		$1.09M Buy
31,459
+275
+0.9% +$9.33K 0.03% 276
2024
Q2 		$1.04M Buy
31,184
+2,432
+8% +$82.6K 0.03% 258
2024
Q1 		$1.07M Buy
28,752
+1,338
+5% +$48.8K 0.03% 281
2023
Q4 		$950K Buy
27,414
+13,859
+102% +$441K 0.03% 244
2023
Q3 		$417K Sell
13,555
-736
-5% -$23.3K 0.02% 379
2023
Q2 		$487K Buy
14,291
+1,085
+8% +$34.3K 0.02% 345
2023
Q1 		$395K Buy
13,206
+69
+0.5% +$2.12K 0.02% 391
2022
Q4 		$407K Sell
13,137
-707
-5% -$21.3K 0.02% 363
2022
Q3 		$369K Hold
13,844
– – 0.02% 347
2022
Q2 		$402K Buy
13,844
+293
+2% +$9.55K 0.02% 347
2022
Q1 		$508K Buy
13,551
+154
+1% +$5.45K 0.02% 308
2021
Q4 		$504K Buy
13,397
+278
+2% +$9.8K 0.02% 302
2021
Q3 		$390K Buy
13,119
+117
+0.9% +$3.75K 0.02% 348
2021
Q2 		$417K Buy
13,002
+3
+0% +$99 0.02% 325
2021
Q1 		$418K Buy
12,999
+162
+1% +$4.95K 0.02% 299
2020
Q4 		$388K Buy
12,837
+87
+0.7% +$2.5K 0.02% 293
2020
Q3 		$330K Sell
12,750
-42
-0.3% -$1.04K 0.02% 261
2020
Q2 		$297K Sell
12,792
-207
-2% -$4.58K 0.03% 258
2020
Q1 		$248K Sell
12,999
-1,230
-9% -$28.7K 0.03% 246
2019
Q4 		$343K Buy
14,229
+60
+0.4% +$1.42K 0.03% 232
2019
Q3 		$327K Buy
+14,169
New +$330K 0.03% 215

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

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

Mission Wealth Management increased its CSX Corp (CSX) stake by 93% in Q2 2026, buying an estimated $996K and bringing the position to 45,713 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #292.

Mission Wealth Management first reported a position in CSX in Q3 2019 and has held it in 28 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Mission Wealth Management held 45,713 shares of CSX Corp worth $2.17M as of Q2 2026.
  • Mission Wealth Management bought 22,054 CSX Corp shares in Q2 2026, an estimated $996K.
  • CSX Corp made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Mission Wealth Management first reported a position in CSX Corp in Q3 2019 and has held it in 28 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.