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Pinnacle Wealth Management Advisory Group’s CSX Corp CSX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.81M Buy
44,043
+1,060
+2% +$41.5K 0.12% 126
2025
Q4 		$1.56M Sell
42,983
-70
-0.2% -$2.5K 0.11% 128
2025
Q3 		$1.53M Sell
43,053
-795
-2% -$27.1K 0.11% 119
2025
Q2 		$1.43M Sell
43,848
-2,304
-5% -$69.3K 0.12% 119
2025
Q1 		$1.36M Sell
46,152
-1,383
-3% -$43.9K 0.13% 115
2024
Q4 		$1.53M Sell
47,535
-1,798
-4% -$61.7K 0.14% 107
2024
Q3 		$1.7M Sell
49,333
-841
-2% -$28.5K 0.16% 101
2024
Q2 		$1.68M Sell
50,174
-1,952
-4% -$66.3K 0.17% 97
2024
Q1 		$1.93M Buy
52,126
+201
+0.4% +$7.33K 0.21% 92
2023
Q4 		$1.8M Sell
51,925
-894
-2% -$28.5K 0.21% 90
2023
Q3 		$1.62M Buy
52,819
+1,068
+2% +$33.8K 0.21% 91
2023
Q2 		$1.76M Buy
51,751
+527
+1% +$16.7K 0.22% 88
2023
Q1 		$1.53M Sell
51,224
-1,213
-2% -$37.3K 0.21% 94
2022
Q4 		$1.62M Buy
52,437
+3,325
+7% +$100K 0.24% 84
2022
Q3 		$1.31M Buy
49,112
+922
+2% +$28.7K 0.22% 89
2022
Q2 		$1.4M Sell
48,190
-1,885
-4% -$61.4K 0.23% 93
2022
Q1 		$1.88M Buy
50,075
+2,607
+5% +$92.2K 0.27% 86
2021
Q4 		$1.78M Buy
+47,468
New +$1.67M 0.29% 79

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

Pinnacle Wealth Management Advisory Group's CSX Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its CSX Corp (CSX) stake by 2.5% in Q1 2026, buying an estimated $41.5K and bringing the position to 44,043 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #126.

Pinnacle Wealth Management Advisory Group first reported a position in CSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q1 2024. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 44,043 shares of CSX Corp worth $1.81M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 1,060 CSX Corp shares in Q1 2026, an estimated $41.5K.
  • CSX Corp made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #126 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in CSX Corp in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's CSX Corp position peaked at $1.93M in Q1 2024.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.