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My Legacy Advisors’s CSX Corp CSX Stock Holding History

My Legacy 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
2025
Q2 		$647K Buy
19,302
+2,280
+13% +$68.6K 0.23% 119
2025
Q1 		$501K Sell
17,022
-86
-0.5% -$2.73K 0.19% 138
2024
Q4 		$555K Buy
17,108
+1,963
+13% +$67.3K 0.22% 123
2024
Q3 		$523K Sell
15,145
-1,728
-10% -$58.6K 0.21% 128
2024
Q2 		$564K Buy
16,873
+1,935
+13% +$65.7K 0.18% 141
2024
Q1 		$554K Buy
14,938
+7,370
+97% +$269K 0.19% 145
2023
Q4 		$262K Buy
+7,568
New +$241K 0.09% 187

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

My Legacy Advisors's CSX Position: Q2 2025 in Review

My Legacy Advisors increased its CSX Corp (CSX) stake by 13% in Q2 2025, buying an estimated $68.6K and bringing the position to 19,302 shares worth $647K. The position accounts for 0.23% of the portfolio, ranked #119.

My Legacy Advisors first reported a position in CSX in Q4 2023 and has held it in 7 quarters since. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • My Legacy Advisors held 19,302 shares of CSX Corp worth $647K as of Q2 2025.
  • My Legacy Advisors bought 2,280 CSX Corp shares in Q2 2025, an estimated $68.6K.
  • CSX Corp made up 0.23% of My Legacy Advisors's portfolio in Q2 2025, its #119 holding.
  • My Legacy Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 7 quarters since.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.