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Plante Moran Financial Advisors’s CSX Corp CSX Stock Holding History

Plante Moran Financial 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
Q1 		$130K Buy
3,177
+675
+27% +$26.5K 0.01% 202
2025
Q4 		$90.7K Sell
2,502
-24
-1% -$859 0.01% 245
2025
Q3 		$89.7K Buy
2,526
+24
+1% +$820 0.01% 258
2025
Q2 		$81.6K Hold
2,502
– – 0.01% 270
2025
Q1 		$73.6K Sell
2,502
-320
-11% -$10.2K 0.01% 286
2024
Q4 		$91.1K Hold
2,822
– – 0.01% 271
2024
Q3 		$97.4K Sell
2,822
-241
-8% -$8.18K 0.01% 286
2024
Q2 		$102K Sell
3,063
-67
-2% -$2.27K 0.01% 241
2024
Q1 		$116K Sell
3,130
-203
-6% -$7.41K 0.01% 229
2023
Q4 		$116K Sell
3,333
-1,786
-35% -$56.9K 0.01% 233
2023
Q3 		$157K Buy
5,119
+698
+16% +$22.1K 0.02% 177
2023
Q2 		$151K Hold
4,421
– – 0.02% 190
2023
Q1 		$132K Sell
4,421
-669
-13% -$20.6K 0.02% 193
2022
Q4 		$158K Buy
5,090
+680
+15% +$20.4K 0.02% 176
2022
Q3 		$117K Sell
4,410
-188
-4% -$5.84K 0.02% 194
2022
Q2 		$134K Buy
4,598
+97
+2% +$3.16K 0.02% 187
2022
Q1 		$169K Sell
4,501
-384
-8% -$13.6K 0.03% 175
2021
Q4 		$184K Sell
4,885
-1,262
-21% -$44.5K 0.03% 191
2021
Q3 		$183K Sell
6,147
-168
-3% -$5.38K 0.04% 196
2021
Q2 		$203K Buy
6,315
+1,950
+45% +$64.3K 0.05% 171
2021
Q1 		$140K Sell
4,365
-1,005
-19% -$30.7K 0.04% 208
2020
Q4 		$162K Buy
5,370
+3,030
+129% +$87K 0.05% 197
2020
Q3 		$61K Buy
2,340
+6
+0.3% +$148 0.02% 291
2020
Q2 		$54K Buy
2,334
+3
+0.1% +$66 0.02% 283
2020
Q1 		$45K Buy
2,331
+9
+0.4% +$210 0.02% 269
2019
Q4 		$56K Buy
2,322
+3
+0.1% +$71 0.02% 306
2019
Q3 		$54K Buy
2,319
+6
+0.3% +$140 0.02% 330
2019
Q2 		$60K Buy
2,313
+3
+0.1% +$77 0.02% 303
2019
Q1 		$58K Buy
2,310
+1,218
+112% +$28.2K 0.02% 305
2018
Q4 		$23K Buy
1,092
+144
+15% +$3.31K 0.01% 414
2018
Q3 		$23K Sell
948
-1,353
-59% -$32.2K 0.01% 423
2018
Q2 		$49K Sell
2,301
-708
-24% -$14.6K 0.02% 329
2018
Q1 		$56K Buy
3,009
+576
+24% +$10.8K 0.03% 326
2017
Q4 		$45K Buy
2,433
+6
+0.2% +$106 0.02% 365
2017
Q3 		$44K Buy
2,427
+42
+2% +$721 0.03% 328
2017
Q2 		$43K Sell
2,385
-1,494
-39% -$25.6K 0.03% 343
2017
Q1 		$60K Buy
3,879
+1,290
+50% +$19.7K 0.04% 286
2016
Q4 		$31K Buy
2,589
+261
+11% +$2.93K 0.02% 407
2016
Q3 		$24K Buy
2,328
+60
+3% +$567 0.02% 452
2016
Q2 		$20K Buy
2,268
+9
+0.4% +$78 0.01% 429
2016
Q1 		$19K Sell
2,259
-495
-18% -$4.01K 0.01% 388
2015
Q4 		$24K Buy
2,754
+327
+13% +$2.97K 0.02% 414
2015
Q3 		$22K Buy
2,427
+102
+4% +$1K 0.02% 366
2015
Q2 		$25K Buy
2,325
+6
+0.3% +$70 0.02% 398
2015
Q1 		$26K Sell
2,319
-312
-12% -$3.59K 0.02% 376
2014
Q4 		$32K Buy
2,631
+906
+53% +$10.6K 0.02% 340
2014
Q3 		$18K Buy
1,725
+51
+3% +$526 0.02% 419
2014
Q2 		$17K Buy
1,674
+756
+82% +$7.36K 0.02% 409
2014
Q1 		$9K Sell
918
-4,347
-83% -$40.3K 0.01% 383
2013
Q4 		$50K Buy
5,265
+4,458
+552% +$39.9K 0.03% 232
2013
Q3 		$7K Buy
807
+288
+55% +$2.42K ﹤0.01% 439
2013
Q2 		$4K Buy
+519
New +$4.25K ﹤0.01% 461

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

Plante Moran Financial Advisors's CSX Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its CSX Corp (CSX) stake by 27% in Q1 2026, buying an estimated $26.5K and bringing the position to 3,177 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #202.

Plante Moran Financial Advisors first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $203K in Q2 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Plante Moran Financial Advisors held 3,177 shares of CSX Corp worth $130K as of Q1 2026.
  • Plante Moran Financial Advisors bought 675 CSX Corp shares in Q1 2026, an estimated $26.5K.
  • CSX Corp made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Plante Moran Financial Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's CSX Corp position peaked at $203K in Q2 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.