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Palacios Wealth Management’s CSX Corp CSX Stock Holding History

Palacios 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
Q1 		$285K Hold
6,279
– – 0.18% 62
2025
Q4 		$228K Hold
6,279
– – 0.17% 64
2025
Q3 		$223K Sell
6,279
-149
-2% -$5.09K 0.15% 70
2025
Q2 		$210K Buy
+6,428
New +$193K 0.17% 66
2025
Q1 		– Sell
-6,279
Closed -$204K – 64
2024
Q4 		$204K Buy
+6,279
New +$215K 0.22% 58

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Palacios Wealth Management's CSX Position: Q1 2026 in Review

Palacios Wealth Management held its CSX Corp (CSX) position steady in Q1 2026 at 6,279 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #62.

Palacios Wealth Management first reported a position in CSX in Q4 2024 and has held it in 5 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Palacios Wealth Management held 6,279 shares of CSX Corp worth $285K as of Q1 2026.
  • Palacios Wealth Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.18% of Palacios Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Palacios Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 5 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.