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PBMares Wealth Management’s CSX Corp CSX Stock Holding History

PBMares 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
2025
Q3 		$1.06M Hold
29,833
– – 0.17% 69
2025
Q2 		$973K Sell
29,833
-1
-0% -$30 0.18% 70
2025
Q1 		$878K Buy
29,834
+5,633
+23% +$179K 0.18% 72
2024
Q4 		$781K Hold
24,201
– – 0.16% 84
2024
Q3 		$836K Sell
24,201
-12,210
-34% -$414K 0.17% 79
2024
Q2 		$1.22M Sell
36,411
-218
-0.6% -$7.4K 0.3% 55
2024
Q1 		$1.36M Buy
36,629
+177
+0.5% +$6.46K 0.35% 46
2023
Q4 		$1.26M Sell
36,452
-7,804
-18% -$249K 0.38% 46
2023
Q3 		$1.36M Buy
44,256
+13,981
+46% +$443K 0.49% 38
2023
Q2 		$1.03M Buy
30,275
+1
+0% +$32 0.37% 50
2023
Q1 		$906K Buy
30,274
+2
+0% +$61 0.34% 57
2022
Q4 		$938K Buy
30,272
+1
+0% +$30 0.38% 50
2022
Q3 		$806K Buy
30,271
+2
+0% +$62 0.35% 53
2022
Q2 		$880K Buy
30,269
+1
+0% +$33 0.38% 51
2022
Q1 		$1.13M Buy
30,268
+1
+0% +$35 0.7% 36
2021
Q4 		$1.14M Buy
30,267
+441
+1% +$15.6K 0.48% 45
2021
Q3 		$887K Buy
29,826
+1,728
+6% +$55.3K 0.42% 53
2021
Q2 		$901K Hold
28,098
– – 0.49% 51
2021
Q1 		$903K Buy
28,098
+5,625
+25% +$172K 0.74% 42
2020
Q4 		$680K Buy
22,473
+1,500
+7% +$43.1K 0.78% 48
2020
Q3 		$543K Buy
20,973
+450
+2% +$11.1K 0.8% 48
2020
Q2 		$477K Hold
20,523
– – 0.72% 50
2020
Q1 		$392K Hold
20,523
– – 0.62% 54
2019
Q4 		$495K Buy
+20,523
New +$485K 0.59% 57

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

PBMares Wealth Management's CSX Position: Q3 2025 in Review

PBMares Wealth Management held its CSX Corp (CSX) position steady in Q3 2025 at 29,833 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #69.

PBMares Wealth Management first reported a position in CSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.36M in Q3 2023. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • PBMares Wealth Management held 29,833 shares of CSX Corp worth $1.06M as of Q3 2025.
  • PBMares Wealth Management left its CSX Corp share count unchanged in Q3 2025.
  • CSX Corp made up 0.17% of PBMares Wealth Management's portfolio in Q3 2025, its #69 holding.
  • PBMares Wealth Management first reported a position in CSX Corp in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's CSX Corp position peaked at $1.36M in Q3 2023.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.