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

Private Wealth Management 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 Q2	$43.2K	Hold	909	–	–	0.01%	253
2026 Q1	$37.3K	Hold	909	–	–	0.01%	230
2025 Q4	$33K	Sell	909 -32	-3%	-$1.15K	0.01%	237
2025 Q3	$33.4K	Hold	941	–	–	0.01%	240
2025 Q2	$30.7K	Sell	941 -299	-24%	-$9K	0.01%	229
2025 Q1	$36.5K	Sell	1,240 -4	-0.3%	-$127	0.01%	205
2024 Q4	$40.1K	Sell	1,244 -7	-0.6%	-$240	0.02%	195
2024 Q3	$43.2K	Buy	1,251 +11	+0.9%	+$373	0.02%	177
2024 Q2	$41.5K	Hold	1,240	–	–	0.02%	173
2024 Q1	$46K	Hold	1,240	–	–	0.02%	160
2023 Q4	$43K	Buy	+1,240	New	+$39.5K	0.02%	172

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

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

Private Wealth Management Group held its CSX Corp (CSX) position steady in Q2 2026 at 909 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #253.

Private Wealth Management Group first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $46K in Q1 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Private Wealth Management Group held 909 shares of CSX Corp worth $43.2K as of Q2 2026.
Private Wealth Management Group left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #253 holding.
Private Wealth Management Group first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's CSX Corp position peaked at $46K in Q1 2024.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.