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

Modern 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 		$1.37M Buy
28,769
+7,492
+35% +$338K 0.02% 447
2026
Q1 		$882K Buy
21,277
+1,448
+7% +$56.7K 0.02% 444
2025
Q4 		$719K Buy
19,829
+2,119
+12% +$75.8K 0.01% 474
2025
Q3 		$629K Buy
17,710
+77
+0.4% +$2.63K 0.01% 462
2025
Q2 		$575K Buy
17,633
+115
+0.7% +$3.46K 0.01% 456
2025
Q1 		$516K Buy
17,518
+1,564
+10% +$49.7K 0.02% 415
2024
Q4 		$515K Buy
15,954
+6,270
+65% +$215K 0.02% 359
2024
Q3 		$334K Sell
9,684
-370
-4% -$12.6K 0.02% 323
2024
Q2 		$336K Sell
10,054
-120
-1% -$4.08K 0.02% 284
2024
Q1 		$377K Buy
10,174
+1,807
+22% +$65.9K 0.04% 208
2023
Q4 		$290K Buy
+8,367
New +$267K 0.04% 146

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

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

Modern Wealth Management increased its CSX Corp (CSX) stake by 35% in Q2 2026, buying an estimated $338K and bringing the position to 28,769 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #447.

Modern Wealth Management first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Modern Wealth Management held 28,769 shares of CSX Corp worth $1.37M as of Q2 2026.
  • Modern Wealth Management bought 7,492 CSX Corp shares in Q2 2026, an estimated $338K.
  • CSX Corp made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Modern Wealth Management first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.