Plancorp LLC’s CSX Corp CSX Stock Holding History

Plancorp LLC’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	$232K	Sell	4,669 -83	-2%	-$3.75K	0.01%	381
2026 Q1	$201K	Buy	+4,752	New	+$186K	0.01%	364

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Plancorp LLC's CSX Position: Q2 2026 in Review

Plancorp LLC reduced its CSX Corp (CSX) stake by 1.7% in Q2 2026, selling an estimated $3.75K and leaving 4,669 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #381.

Plancorp LLC first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Plancorp LLC held 4,669 shares of CSX Corp worth $232K as of Q2 2026.
Plancorp LLC sold 83 CSX Corp shares in Q2 2026, an estimated $3.75K.
CSX Corp made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #381 holding.
Plancorp LLC first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.