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Patrick M. Sweeney & Associates’s CSX Corp CSX Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.66M Buy
34,884
+302
+0.9% +$13.6K 0.95% 22
2026
Q1 		$1.42M Buy
34,582
+143
+0.4% +$5.6K 0.91% 21
2025
Q4 		$1.25M Buy
34,439
+87
+0.3% +$3.11K 0.78% 28
2025
Q3 		$1.22M Buy
34,352
+203
+0.6% +$6.93K 0.79% 29
2025
Q2 		$1.15M Buy
34,149
+1,944
+6% +$58.5K 0.79% 29
2025
Q1 		$948K Buy
32,205
+378
+1% +$12K 0.71% 32
2024
Q4 		$1.03M Buy
31,827
+313
+1% +$10.7K 0.77% 29
2024
Q3 		$1.09M Buy
31,514
+1,684
+6% +$57.1K 0.8% 27
2024
Q2 		$990K Buy
29,830
+633
+2% +$21.5K 0.8% 28
2024
Q1 		$1.08M Buy
29,197
+612
+2% +$22.3K 0.89% 25
2023
Q4 		$991K Buy
+28,585
New +$911K 0.91% 27

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Patrick M. Sweeney & Associates's CSX Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its CSX Corp (CSX) stake by 0.87% in Q2 2026, buying an estimated $13.6K and bringing the position to 34,884 shares worth $1.66M. The position accounts for 0.95% of the portfolio, ranked #22.

Patrick M. Sweeney & Associates first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Patrick M. Sweeney & Associates held 34,884 shares of CSX Corp worth $1.66M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 302 CSX Corp shares in Q2 2026, an estimated $13.6K.
  • CSX Corp made up 0.95% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #22 holding.
  • Patrick M. Sweeney & Associates first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.