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PDS Planning’s CSX Corp CSX Stock Holding History

PDS 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 		$673K Buy
16,401
+680
+4% +$26.6K 0.04% 208
2025
Q4 		$570K Buy
15,721
+187
+1% +$6.69K 0.04% 235
2025
Q3 		$552K Buy
15,534
+105
+0.7% +$3.59K 0.04% 223
2025
Q2 		$503K Buy
15,429
+1,871
+14% +$56.3K 0.04% 236
2025
Q1 		$399K Buy
13,558
+692
+5% +$22K 0.03% 254
2024
Q4 		$415K Sell
12,866
-2,501
-16% -$85.8K 0.04% 221
2024
Q3 		$531K Buy
15,367
+2,016
+15% +$68.4K 0.05% 183
2024
Q2 		$447K Buy
13,351
+4,692
+54% +$159K 0.05% 188
2024
Q1 		$321K Sell
8,659
-1,897
-18% -$69.2K 0.03% 243
2023
Q4 		$366K Buy
10,556
+2,235
+27% +$71.2K 0.04% 197
2023
Q3 		$256K Buy
8,321
+84
+1% +$2.66K 0.03% 239
2023
Q2 		$281K Buy
8,237
+688
+9% +$21.8K 0.04% 230
2023
Q1 		$226K Buy
+7,549
New +$232K 0.03% 247
2022
Q2 		– Sell
-6,100
Closed -$228K – 224
2022
Q1 		$228K Buy
+6,100
New +$216K 0.04% 186

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

PDS Planning's CSX Position: Q1 2026 in Review

PDS Planning increased its CSX Corp (CSX) stake by 4.3% in Q1 2026, buying an estimated $26.6K and bringing the position to 16,401 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #208.

PDS Planning first reported a position in CSX in Q1 2022 and has held it in 14 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • PDS Planning held 16,401 shares of CSX Corp worth $673K as of Q1 2026.
  • PDS Planning bought 680 CSX Corp shares in Q1 2026, an estimated $26.6K.
  • CSX Corp made up 0.04% of PDS Planning's portfolio in Q1 2026, its #208 holding.
  • PDS Planning first reported a position in CSX Corp in Q1 2022 and has held it in 14 quarters since.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.