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Mount Yale Investment Advisors’s CSX Corp CSX Stock Holding History

Mount Yale Investment Advisors’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 		$3.03M Buy
73,907
+49,784
+206% +$1.95M 0.07% 280
2025
Q4 		$874K Buy
24,123
+14,261
+145% +$510K 0.04% 341
2025
Q3 		$350K Buy
9,862
+7,124
+260% +$243K 0.02% 490
2025
Q2 		$89.3K Buy
+2,738
New +$82.4K 0.01% 683
2018
Q4 		– Sell
-1,140
Closed -$27K – 419
2018
Q3 		$27K Hold
1,140
– – ﹤0.01% 719
2018
Q2 		$24K Hold
1,140
– – ﹤0.01% 755
2018
Q1 		$21K Buy
+1,140
New +$21.3K ﹤0.01% 759

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's CSX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its CSX Corp (CSX) stake by 206% in Q1 2026, buying an estimated $1.95M and bringing the position to 73,907 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #280.

Mount Yale Investment Advisors first reported a position in CSX in Q1 2018 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Mount Yale Investment Advisors held 73,907 shares of CSX Corp worth $3.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 49,784 CSX Corp shares in Q1 2026, an estimated $1.95M.
  • CSX Corp made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #280 holding.
  • Mount Yale Investment Advisors first reported a position in CSX Corp in Q1 2018 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.