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Outlook Wealth Advisors’s CSX Corp CSX Stock Holding History

Outlook Wealth 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
Q3 		– Sell
-12,116
Closed -$395K – 297
2025
Q2 		$395K Sell
12,116
-375
-3% -$11.3K 0.1% 181
2025
Q1 		$368K Buy
12,491
+211
+2% +$6.7K 0.1% 191
2024
Q4 		$396K Buy
+12,280
New +$421K 0.11% 174
2024
Q2 		– Sell
-25,598
Closed -$949K – 261
2024
Q1 		$949K Sell
25,598
-192
-0.7% -$7.01K 0.29% 70
2023
Q4 		$894K Sell
25,790
-2,238
-8% -$71.3K 0.31% 64
2023
Q3 		$862K Buy
28,028
+2,056
+8% +$65.1K 0.33% 73
2023
Q2 		$886K Buy
25,972
+3,825
+17% +$121K 0.33% 70
2023
Q1 		$663K Buy
+22,147
New +$681K 0.29% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Outlook Wealth Advisors's CSX Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 12,116 shares — an estimated $395K sold.

Outlook Wealth Advisors first reported a position in CSX in Q1 2023 and held it in 8 quarters. The position peaked at $949K in Q1 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 12,116 CSX Corp shares in Q3 2025, an estimated $395K.
  • Outlook Wealth Advisors first reported a position in CSX Corp in Q1 2023 and held it in 8 quarters.
  • Outlook Wealth Advisors's CSX Corp position peaked at $949K in Q1 2024.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.