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RKL Wealth Management’s CSX Corp CSX Stock Holding History

RKL Wealth 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
Q2 		$656K Buy
13,802
+288
+2% +$13K 0.05% 120
2026
Q1 		$555K Sell
13,514
-180
-1% -$7.05K 0.05% 119
2025
Q4 		$496K Buy
13,694
+113
+0.8% +$4.04K 0.04% 129
2025
Q3 		$482K Sell
13,581
-1,557
-10% -$53.2K 0.04% 127
2025
Q2 		$494K Sell
15,138
-166
-1% -$5K 0.04% 129
2025
Q1 		$450K Buy
15,304
+1
+0% +$32 0.04% 127
2024
Q4 		$494K Buy
+15,303
New +$525K 0.04% 123

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

RKL Wealth Management increased its CSX Corp (CSX) stake by 2.1% in Q2 2026, buying an estimated $13K and bringing the position to 13,802 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #120.

RKL Wealth Management first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • RKL Wealth Management held 13,802 shares of CSX Corp worth $656K as of Q2 2026.
  • RKL Wealth Management bought 288 CSX Corp shares in Q2 2026, an estimated $13K.
  • CSX Corp made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #120 holding.
  • RKL Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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