MOR Wealth Management’s CSX Corp CSX Stock Holding History

MOR 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	–	Sell	-6,374	Closed	-$231K	–	106
2025 Q4	$231K	Buy	+6,374	New	+$228K	0.11%	91

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

MOR Wealth Management sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 6,374 shares — an estimated $231K sold.

MOR Wealth Management first reported a position in CSX in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 1,872 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

MOR Wealth Management reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
MOR Wealth Management sold 6,374 CSX Corp shares in Q1 2026, an estimated $231K.
MOR Wealth Management first reported a position in CSX Corp in Q4 2025 and held it in 1 quarter.
MOR Wealth Management's CSX Corp position peaked at $231K in Q4 2025.
1,872 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.