PJWM
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Philip James Wealth Mangement’s CSX Corp CSX Stock Holding History

Philip James Wealth Mangement’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 		$662K Sell
13,921
-50
-0.4% -$2.26K 0.07% 100
2026
Q1 		$574K Hold
13,971
– – 0.07% 105
2025
Q4 		$506K Hold
13,971
– – 0.06% 117
2025
Q3 		$496K Sell
13,971
-7,801
-36% -$266K 0.06% 115
2025
Q2 		$710K Sell
21,772
-189
-0.9% -$5.69K 0.09% 96
2025
Q1 		$646K Buy
21,961
+5,912
+37% +$188K 0.08% 98
2024
Q4 		$518K Buy
16,049
+1,096
+7% +$37.6K 0.07% 106
2024
Q3 		$516K Buy
+14,953
New +$507K 0.06% 100

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

Philip James Wealth Mangement's CSX Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its CSX Corp (CSX) stake by 0.36% in Q2 2026, selling an estimated $2.26K and leaving 13,921 shares worth $662K. The position accounts for 0.07% of the portfolio, ranked #100.

Philip James Wealth Mangement first reported a position in CSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $710K in Q2 2025. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Philip James Wealth Mangement held 13,921 shares of CSX Corp worth $662K as of Q2 2026.
  • Philip James Wealth Mangement sold 50 CSX Corp shares in Q2 2026, an estimated $2.26K.
  • CSX Corp made up 0.07% of Philip James Wealth Mangement's portfolio in Q2 2026, its #100 holding.
  • Philip James Wealth Mangement first reported a position in CSX Corp in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's CSX Corp position peaked at $710K in Q2 2025.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.