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Pines Wealth Management’s CSX Corp CSX Stock Holding History

Pines 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
2026
Q1 		$492K Buy
11,994
+131
+1% +$5.13K 0.16% 132
2025
Q4 		$430K Buy
11,863
+328
+3% +$11.7K 0.14% 145
2025
Q3 		$410K Buy
11,535
+561
+5% +$19.2K 0.14% 147
2025
Q2 		$369K Buy
10,974
+1,432
+15% +$43.1K 0.13% 162
2025
Q1 		$255K Sell
9,542
-230
-2% -$7.3K 0.12% 170
2024
Q4 		$311K Buy
+9,772
New +$335K 0.14% 155

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

Pines Wealth Management's CSX Position: Q1 2026 in Review

Pines Wealth Management increased its CSX Corp (CSX) stake by 1.1% in Q1 2026, buying an estimated $5.13K and bringing the position to 11,994 shares worth $492K. The position accounts for 0.16% of the portfolio, ranked #132.

Pines Wealth Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Pines Wealth Management held 11,994 shares of CSX Corp worth $492K as of Q1 2026.
  • Pines Wealth Management bought 131 CSX Corp shares in Q1 2026, an estimated $5.13K.
  • CSX Corp made up 0.16% of Pines Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Pines Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.