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

Private Wealth Asset Management’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 		$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

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

Private Wealth Asset Management's CSX Position: Q1 2026 in Review

Private Wealth Asset Management reduced its CSX Corp (CSX) stake by 10% in Q1 2026, selling an estimated $34.5K and leaving 7,713 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #215.

Private Wealth Asset Management first reported a position in CSX in Q1 2025 and has held it in 5 quarters since. The position peaked at $540K in Q2 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Private Wealth Asset Management held 7,713 shares of CSX Corp worth $317K as of Q1 2026.
  • Private Wealth Asset Management sold 881 CSX Corp shares in Q1 2026, an estimated $34.5K.
  • CSX Corp made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #215 holding.
  • Private Wealth Asset Management first reported a position in CSX Corp in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's CSX Corp position peaked at $540K in Q2 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.