NewEdge Wealth’s CSX Corp CSX Stock Holding History

NewEdge Wealth’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	$1.36M	Sell	33,053 -7,545	-19%	-$296K	0.02%	540
2025 Q4	$1.47M	Buy	40,598 +20,915	+106%	+$748K	0.02%	533
2025 Q3	$695K	Buy	19,683 +376	+2%	+$12.8K	0.01%	654
2025 Q2	$681K	Buy	19,307 +441	+2%	+$13.3K	0.01%	621
2025 Q1	$555K	Buy	18,866 +177	+0.9%	+$5.62K	0.01%	624
2024 Q4	$603K	Sell	18,689 -14,519	-44%	-$498K	0.01%	602
2024 Q3	$1.15M	Buy	33,208 +16,807	+102%	+$570K	0.02%	446
2024 Q2	$549K	Sell	16,401 -700	-4%	-$23.8K	0.01%	523
2024 Q1	$574K	Buy	+17,101	New	+$624K	0.01%	530

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Wealth's CSX Position: Q1 2026 in Review

NewEdge Wealth reduced its CSX Corp (CSX) stake by 19% in Q1 2026, selling an estimated $296K and leaving 33,053 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #540.

NewEdge Wealth first reported a position in CSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

NewEdge Wealth held 33,053 shares of CSX Corp worth $1.36M as of Q1 2026.
NewEdge Wealth sold 7,545 CSX Corp shares in Q1 2026, an estimated $296K.
CSX Corp made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #540 holding.
NewEdge Wealth first reported a position in CSX Corp in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's CSX Corp position peaked at $1.47M in Q4 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.