Ritholtz Wealth 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
$4.75M Buy
99,983
+3,404
+4% +$154K 0.07% 195
2026
Q1
$3.96M Buy
96,579
+4,219
+5% +$165K 0.07% 209
2025
Q4
$3.35M Buy
92,360
+2,971
+3% +$106K 0.06% 228
2025
Q3
$3.17M Buy
89,389
+1,646
+2% +$56.2K 0.06% 219
2025
Q2
$2.86M Sell
87,743
-5,806
-6% -$175K 0.06% 212
2025
Q1
$2.75M Buy
93,549
+1,521
+2% +$48.3K 0.08% 178
2024
Q4
$2.97M Sell
92,028
-197
-0.2% -$6.76K 0.09% 147
2024
Q3
$3.18M Buy
92,225
+953
+1% +$32.3K 0.1% 147
2024
Q2
$3.05M Sell
91,272
-521
-0.6% -$17.7K 0.1% 137
2024
Q1
$3.4M Buy
91,793
+744
+0.8% +$27.2K 0.12% 122
2023
Q4
$3.16M Buy
91,049
+2,405
+3% +$76.6K 0.12% 106
2023
Q3
$2.73M Sell
88,644
-9,555
-10% -$303K 0.12% 104
2023
Q2
$3.35M Buy
98,199
+1,164
+1% +$36.8K 0.15% 87
2023
Q1
$2.91M Sell
97,035
-23,670
-20% -$728K 0.14% 90
2022
Q4
$3.74M Buy
120,705
+77,247
+178% +$2.32M 0.21% 69
2022
Q3
$1.16M Buy
43,458
+11,474
+36% +$357K 0.06% 215
2022
Q2
$929K Sell
31,984
-1,286
-4% -$41.9K 0.06% 196
2022
Q1
$1.25M Buy
33,270
+839
+3% +$29.7K 0.08% 147
2021
Q4
$1.22M Buy
32,431
+5,325
+20% +$188K 0.08% 133
2021
Q3
$806K Sell
27,106
-361
-1% -$11.6K 0.06% 177
2021
Q2
$881K Sell
27,467
-220
-0.8% -$7.26K 0.06% 164
2021
Q1
$890K Sell
27,687
-117
-0.4% -$3.57K 0.07% 124
2020
Q4
$841K Buy
27,804
+10,551
+61% +$303K 0.08% 107
2020
Q3
$447K Buy
17,253
+1,347
+8% +$33.2K 0.05% 153
2020
Q2
$370K Buy
15,906
+2,454
+18% +$54.3K 0.05% 145
2020
Q1
$257K Sell
13,452
-198
-1% -$4.62K 0.04% 123
2019
Q4
$329K Sell
13,650
-2,406
-15% -$56.9K 0.05% 108
2019
Q3
$371K Buy
16,056
+3,492
+28% +$81.3K 0.06% 96
2019
Q2
$324K Buy
12,564
+207
+2% +$5.33K 0.06% 101
2019
Q1
$308K Buy
12,357
+90
+0.7% +$2.08K 0.06% 99
2018
Q4
$254K Sell
12,267
-8,220
-40% -$189K 0.06% 105
2018
Q3
$506K Sell
20,487
-108
-0.5% -$2.57K 0.13% 61
2018
Q2
$438K Buy
20,595
+240
+1% +$4.94K 0.12% 66
2018
Q1
$378K Hold
20,355
0.11% 69
2017
Q4
$373K Buy
+20,355
New +$360K 0.11% 78

Other funds holding CSX

Ritholtz Wealth Management's CSX Position: Q2 2026 in Review

Ritholtz Wealth Management increased its CSX Corp (CSX) stake by 3.5% in Q2 2026, buying an estimated $154K and bringing the position to 99,983 shares worth $4.75M. The position accounts for 0.07% of the portfolio, ranked #195.

Ritholtz Wealth Management first reported a position in CSX in Q4 2017 and has held it in 35 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Ritholtz Wealth Management held 99,983 shares of CSX Corp worth $4.75M as of Q2 2026.
  • Ritholtz Wealth Management bought 3,404 CSX Corp shares in Q2 2026, an estimated $154K.
  • CSX Corp made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Ritholtz Wealth Management first reported a position in CSX Corp in Q4 2017 and has held it in 35 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.