Orca Wealth Management’s CSX Corp CSX Stock Holding History

Orca 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	$1.94M	Sell	40,897 -1	-0%	-$45	1.17%	28
2026 Q1	$1.68M	Sell	40,898 -3,001	-7%	-$118K	1.19%	31
2025 Q4	$1.72M	Sell	43,899 -19,666	-31%	-$704K	1.23%	28
2025 Q3	$2.26M	Sell	63,565 -560	-0.9%	-$19.1K	1.71%	20
2025 Q2	$2.09M	Buy	64,125 +179	+0.3%	+$5.39K	1.76%	17
2025 Q1	$1.88M	Buy	63,946 +161	+0.3%	+$5.11K	1.68%	19
2024 Q4	$2.06M	Buy	+63,785	New	+$2.19M	1.85%	16

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Orca Wealth Management reduced its CSX Corp (CSX) stake by 0% in Q2 2026, selling an estimated $45 and leaving 40,897 shares worth $1.94M. The position accounts for 1.17% of the portfolio, ranked #28.

Orca Wealth Management first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Orca Wealth Management held 40,897 shares of CSX Corp worth $1.94M as of Q2 2026.
Orca Wealth Management sold 1 CSX Corp share in Q2 2026, an estimated $45.
CSX Corp made up 1.17% of Orca Wealth Management's portfolio in Q2 2026, its #28 holding.
Orca Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's CSX Corp position peaked at $2.26M in Q3 2025.
907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.