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Peterson Wealth Services’s CSX Corp CSX Stock Holding History

Peterson Wealth Services’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 		$6.04K Buy
+127
New +$5.73K ﹤0.01% 193
2025
Q2 		– Sell
-1,125
Closed -$33.1K – 222
2025
Q1 		$33.1K Hold
1,125
– – 0.01% 164
2024
Q4 		$36.3K Hold
1,125
– – 0.01% 159
2024
Q3 		$38.8K Buy
+1,125
New +$38.2K 0.01% 163

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

Peterson Wealth Services's CSX Position: Q2 2026 in Review

Peterson Wealth Services opened a new position in CSX Corp (CSX) in Q2 2026: 127 shares worth $6.04K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Peterson Wealth Services previously reported a position in CSX as recently as Q1 2025.

Peterson Wealth Services first reported a position in CSX in Q3 2024 and has held it in 4 quarters since. The position peaked at $38.8K in Q3 2024. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Peterson Wealth Services held 127 shares of CSX Corp worth $6.04K as of Q2 2026.
  • CSX Corp was a new Peterson Wealth Services position in Q2 2026.
  • CSX Corp made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #193 holding.
  • Peterson Wealth Services first reported a position in CSX Corp in Q3 2024 and has held it in 4 quarters since.
  • Peterson Wealth Services's CSX Corp position peaked at $38.8K in Q3 2024.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.