Private Wealth Asset Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$367K Hold
7,713
0.04% 207
2026
Q1
$317K Sell
7,713
-881
-10% -$34.5K 0.03% 215
2025
Q4
$312K Hold
8,594
0.03% 215
2025
Q3
$305K Sell
8,594
-7,963
-48% -$272K 0.04% 199
2025
Q2
$540K Buy
16,557
+1,843
+13% +$55.5K 0.07% 152
2025
Q1
$433K Buy
+14,714
New +$467K 0.06% 161

Other funds holding CSX

Private Wealth Asset Management's CSX Position: Q2 2026 in Review

Private Wealth Asset Management held its CSX Corp (CSX) position steady in Q2 2026 at 7,713 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #207.

Private Wealth Asset Management first reported a position in CSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q2 2025. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Private Wealth Asset Management held 7,713 shares of CSX Corp worth $367K as of Q2 2026.
  • Private Wealth Asset Management left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #207 holding.
  • Private Wealth Asset Management first reported a position in CSX Corp in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's CSX Corp position peaked at $540K in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.