RWB
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RMR Wealth Builders’s CSX Corp CSX Stock Holding History

RMR Wealth Builders’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 		$1.3M Buy
27,323
+62
+0.2% +$2.8K 0.08% 115
2026
Q1 		$1.12M Sell
27,261
-40
-0.1% -$1.57K 0.09% 110
2025
Q4 		$990K Sell
27,301
-106
-0.4% -$3.79K 0.08% 117
2025
Q3 		$973K Buy
27,407
+347
+1% +$11.8K 0.08% 110
2025
Q2 		$883K Buy
27,060
+797
+3% +$24K 0.08% 123
2025
Q1 		$773K Buy
26,263
+140
+0.5% +$4.45K 0.08% 124
2024
Q4 		$843K Buy
26,123
+149
+0.6% +$5.11K 0.09% 119
2024
Q3 		$897K Buy
25,974
+173
+0.7% +$5.87K 0.1% 109
2024
Q2 		$863K Hold
25,801
– – 0.1% 107
2024
Q1 		$956K Buy
25,801
+277
+1% +$10.1K 0.12% 100
2023
Q4 		$885K Hold
25,524
– – 0.12% 96
2023
Q3 		$785K Hold
25,524
– – 0.13% 91
2023
Q2 		$870K Hold
25,524
– – 0.15% 70
2023
Q1 		$764K Sell
25,524
-75
-0.3% -$2.31K 0.15% 79
2022
Q4 		$793K Hold
25,599
– – 0.18% 67
2022
Q3 		$682K Buy
25,599
+75
+0.3% +$2.33K 0.17% 73
2022
Q2 		$742K Buy
25,524
+2,314
+10% +$75.4K 0.18% 78
2022
Q1 		$869K Buy
+23,210
New +$821K 0.19% 77
2021
Q4 		– Sell
-27,210
Closed -$809K – 144
2021
Q3 		$809K Hold
27,210
– – 0.24% 66
2021
Q2 		$873K Sell
27,210
-1,989
-7% -$65.6K 0.29% 58
2021
Q1 		$938K Buy
29,199
+1,989
+7% +$60.7K 0.24% 60
2020
Q4 		$823K Sell
27,210
-1,989
-7% -$57.1K 0.4% 49
2020
Q3 		$756K Buy
29,199
+1,989
+7% +$49.1K 0.2% 83
2020
Q2 		$633K Buy
+27,210
New +$602K 0.56% 39
2019
Q4 		$290K Buy
+12,039
New +$285K 0.28% 75

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMR Wealth Builders's CSX Position: Q2 2026 in Review

RMR Wealth Builders increased its CSX Corp (CSX) stake by 0.23% in Q2 2026, buying an estimated $2.8K and bringing the position to 27,323 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #115.

RMR Wealth Builders first reported a position in CSX in Q4 2019 and has held it in 25 quarters since. 665 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • RMR Wealth Builders held 27,323 shares of CSX Corp worth $1.3M as of Q2 2026.
  • RMR Wealth Builders bought 62 CSX Corp shares in Q2 2026, an estimated $2.8K.
  • CSX Corp made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #115 holding.
  • RMR Wealth Builders first reported a position in CSX Corp in Q4 2019 and has held it in 25 quarters since.
  • 665 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.