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Physician Wealth Advisors’s CSX Corp CSX Stock Holding History

Physician Wealth Advisors’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 		$80K Buy
1,683
+100
+6% +$4.51K 0.01% 349
2026
Q1 		$65K Buy
1,583
+14
+0.9% +$549 0.01% 350
2025
Q4 		$56.9K Buy
1,569
+25
+2% +$895 0.01% 361
2025
Q3 		$54.8K Sell
1,544
-271
-15% -$9.25K 0.01% 362
2025
Q2 		$59.2K Buy
1,815
+86
+5% +$2.59K 0.01% 320
2025
Q1 		$50.9K Sell
1,729
-770
-31% -$24.5K 0.01% 335
2024
Q4 		$80.6K Buy
+2,499
New +$85.7K 0.01% 283

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

Physician Wealth Advisors's CSX Position: Q2 2026 in Review

Physician Wealth Advisors increased its CSX Corp (CSX) stake by 6.3% in Q2 2026, buying an estimated $4.51K and bringing the position to 1,683 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #349.

Physician Wealth Advisors first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.6K in Q4 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Physician Wealth Advisors held 1,683 shares of CSX Corp worth $80K as of Q2 2026.
  • Physician Wealth Advisors bought 100 CSX Corp shares in Q2 2026, an estimated $4.51K.
  • CSX Corp made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Physician Wealth Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's CSX Corp position peaked at $80.6K in Q4 2024.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.