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Money Concepts Capital’s CSX Corp CSX Stock Holding History

Money Concepts Capital’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 		$454K Sell
9,554
-836
-8% -$37.7K 0.02% 430
2026
Q1 		$427K Buy
10,390
+429
+4% +$16.8K 0.02% 401
2025
Q4 		$361K Buy
9,961
+141
+1% +$5.05K 0.02% 397
2025
Q3 		$349K Sell
9,820
-699
-7% -$23.9K 0.02% 369
2025
Q2 		$343K Sell
10,519
-3,257
-24% -$98K 0.02% 355
2025
Q1 		$405K Sell
13,776
-419
-3% -$13.3K 0.03% 317
2024
Q4 		$458K Sell
14,195
-117
-0.8% -$4.01K 0.03% 302
2024
Q3 		$494K Buy
14,312
+2,762
+24% +$93.7K 0.04% 296
2024
Q2 		$386K Sell
11,550
-804
-7% -$27.3K 0.03% 307
2024
Q1 		$458K Sell
12,354
-288
-2% -$10.5K 0.04% 298
2023
Q4 		$438K Buy
12,642
+317
+3% +$10.1K 0.04% 292
2023
Q3 		$379K Sell
12,325
-970
-7% -$30.7K 0.04% 271
2023
Q2 		$453K Sell
13,295
-351
-3% -$11.1K 0.05% 263
2023
Q1 		$409K Sell
13,646
-16,488
-55% -$507K 0.02% 313
2022
Q4 		$934K Buy
30,134
+17,348
+136% +$522K 0.04% 308
2022
Q3 		$341K Buy
12,786
+5,488
+75% +$171K 0.02% 349
2022
Q2 		$214K Sell
7,298
-18,496
-72% -$603K 0.02% 395
2022
Q1 		$966K Buy
25,794
+16,931
+191% +$599K 0.05% 305
2021
Q4 		$333K Buy
+8,863
New +$313K 0.03% 377
2021
Q1 		$285K Buy
8,853
+2,019
+30% +$61.6K 0.02% 421
2020
Q4 		$207K Buy
+6,834
New +$196K 0.02% 409

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 $3.38T AUM 44.17% 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

Money Concepts Capital's CSX Position: Q2 2026 in Review

Money Concepts Capital reduced its CSX Corp (CSX) stake by 8% in Q2 2026, selling an estimated $37.7K and leaving 9,554 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #430.

Money Concepts Capital first reported a position in CSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $966K in Q1 2022. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Money Concepts Capital held 9,554 shares of CSX Corp worth $454K as of Q2 2026.
  • Money Concepts Capital sold 836 CSX Corp shares in Q2 2026, an estimated $37.7K.
  • CSX Corp made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #430 holding.
  • Money Concepts Capital first reported a position in CSX Corp in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's CSX Corp position peaked at $966K in Q1 2022.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.