Partners in Financial Planning’s CSX Corp CSX Stock Holding History

Partners in Financial Planning’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	$649K	Hold	15,816	–	–	0.11%	69
2025 Q4	$573K	Hold	15,816	–	–	0.1%	68
2025 Q3	$562K	Hold	15,816	–	–	0.1%	69
2025 Q2	$516K	Hold	15,816	–	–	0.1%	66
2025 Q1	$465K	Hold	15,816	–	–	0.09%	68
2024 Q4	$510K	Hold	15,816	–	–	0.1%	67
2024 Q3	$546K	Sell	15,816 -300	-2%	-$10.2K	0.11%	63
2024 Q2	$539K	Hold	16,116	–	–	0.12%	59
2024 Q1	$597K	Hold	16,116	–	–	0.13%	59
2023 Q4	$559K	Hold	16,116	–	–	0.13%	58
2023 Q3	$496K	Hold	16,116	–	–	0.13%	58
2023 Q2	$550K	Hold	16,116	–	–	0.14%	56
2023 Q1	$483K	Sell	16,116 -936	-5%	-$28.8K	0.13%	58
2022 Q4	$527K	Hold	17,052	–	–	0.15%	56
2022 Q3	$527K	Hold	17,052	–	–	0.15%	54
2022 Q2	$556K	Hold	17,052	–	–	0.18%	52
2022 Q1	$589K	Hold	17,052	–	–	0.19%	48
2021 Q4	$569K	Hold	17,052	–	–	0.17%	46
2021 Q3	$507K	Hold	17,052	–	–	0.16%	47
2021 Q2	$547K	Buy	+17,052	New	+$562K	0.17%	42

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Partners in Financial Planning's CSX Position: Q1 2026 in Review

Partners in Financial Planning held its CSX Corp (CSX) position steady in Q1 2026 at 15,816 shares worth $649K. The position accounts for 0.11% of the portfolio, ranked #69.

Partners in Financial Planning first reported a position in CSX in Q2 2021 and has held it in 20 quarters since. 1,868 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Partners in Financial Planning held 15,816 shares of CSX Corp worth $649K as of Q1 2026.
Partners in Financial Planning left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.11% of Partners in Financial Planning's portfolio in Q1 2026, its #69 holding.
Partners in Financial Planning first reported a position in CSX Corp in Q2 2021 and has held it in 20 quarters since.
1,868 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.