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 Q2	$3.22M	Sell	67,800 -6,107	-8%	-$276K	0.06%	305
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mount Yale Investment Advisors's CSX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CSX Corp (CSX) stake by 8.3% in Q2 2026, selling an estimated $276K and leaving 67,800 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #305.

Mount Yale Investment Advisors first reported a position in CSX in Q1 2018 and has held it in 8 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Mount Yale Investment Advisors held 67,800 shares of CSX Corp worth $3.22M as of Q2 2026.
Mount Yale Investment Advisors sold 6,107 CSX Corp shares in Q2 2026, an estimated $276K.
CSX Corp made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #305 holding.
Mount Yale Investment Advisors first reported a position in CSX Corp in Q1 2018 and has held it in 8 quarters since.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.