Private Advisory Group’s CSX Corp CSX Stock Holding History

Private 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	–	Sell	-7,812	Closed	-$283K	–	286
2025 Q4	$283K	Buy	+7,812	New	+$280K	0.02%	208
2017 Q3	–	Sell	-23,019	Closed	-$418K	–	122
2017 Q2	$418K	Buy	23,019 +4,971	+28%	+$85.2K	0.25%	73
2017 Q1	$280K	Buy	+18,048	New	+$275K	0.19%	109

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Advisory Group's CSX Position: Q1 2026 in Review

Private Advisory Group sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 7,812 shares — an estimated $283K sold.

Private Advisory Group first reported a position in CSX in Q1 2017 and held it in 3 quarters. The position peaked at $418K in Q2 2017. 1,872 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Private Advisory Group reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 7,812 CSX Corp shares in Q1 2026, an estimated $283K.
Private Advisory Group first reported a position in CSX Corp in Q1 2017 and held it in 3 quarters.
Private Advisory Group's CSX Corp position peaked at $418K in Q2 2017.
1,872 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.