Northwest Wealth Management’s CSX Corp CSX Stock Holding History

Northwest 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 Q2	$245K	Sell	5,154 -35	-0.7%	-$1.58K	0.03%	230
2026 Q1	$213K	Buy	+5,189	New	+$203K	0.03%	235
2024 Q2	–	Sell	-5,409	Closed	-$201K	–	170
2024 Q1	$201K	Buy	+5,409	New	+$197K	0.05%	166
2019 Q2	–	Sell	-963	Closed	-$24K	–	186
2019 Q1	$24K	Hold	963	–	–	0.02%	282
2018 Q4	$20K	Sell	963 -150	-13%	-$3.45K	0.02%	278
2018 Q3	$27K	Buy	1,113 +150	+16%	+$3.57K	0.02%	273
2018 Q2	$20K	Hold	963	–	–	0.02%	296
2018 Q1	$18K	Buy	+963	New	+$18K	0.01%	306

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 $3.37T AUM 44.26% 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

Northwest Wealth Management's CSX Position: Q2 2026 in Review

Northwest Wealth Management reduced its CSX Corp (CSX) stake by 0.67% in Q2 2026, selling an estimated $1.58K and leaving 5,154 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #230.

Northwest Wealth Management first reported a position in CSX in Q1 2018 and has held it in 8 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Northwest Wealth Management held 5,154 shares of CSX Corp worth $245K as of Q2 2026.
Northwest Wealth Management sold 35 CSX Corp shares in Q2 2026, an estimated $1.58K.
CSX Corp made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #230 holding.
Northwest Wealth Management first reported a position in CSX Corp in Q1 2018 and has held it in 8 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.