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Mowery & Schoenfeld Wealth Management’s CSX Corp CSX Stock Holding History

Mowery & Schoenfeld 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 		$41.3K Hold
1,007
– – 0.06% 138
2025
Q4 		$36.5K Hold
1,007
– – 0.05% 160
2025
Q3 		$35.8K Sell
1,007
-144
-13% -$4.92K 0.06% 140
2025
Q2 		$37.6K Hold
1,151
– – 0.06% 135
2025
Q1 		$33.9K Hold
1,151
– – 0.07% 159
2024
Q4 		$37.1K Buy
+1,151
New +$39.5K 0.07% 128

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CSX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its CSX Corp (CSX) position steady in Q1 2026 at 1,007 shares worth $41.3K. The position accounts for 0.06% of the portfolio, ranked #138.

Mowery & Schoenfeld Wealth Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 1,007 shares of CSX Corp worth $41.3K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.