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

Sage Private Wealth 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 Q1	$225K	Sell	5,489 -943	-15%	-$37K	0.11%	92
2025 Q4	$233K	Sell	6,432 -639	-9%	-$22.9K	0.13%	86
2025 Q3	$251K	Hold	7,071	–	–	0.14%	86
2025 Q2	$231K	Sell	7,071 -1,950	-22%	-$58.7K	0.15%	81
2025 Q1	$265K	Hold	9,021	–	–	0.2%	74
2024 Q4	$291K	Hold	9,021	–	–	0.22%	69
2024 Q3	$311K	Sell	9,021 -2,052	-19%	-$69.6K	0.25%	70
2024 Q2	$370K	Sell	11,073 -157	-1%	-$5.33K	0.31%	49
2024 Q1	$416K	Sell	11,230 -140	-1%	-$5.11K	0.33%	42
2023 Q4	$394K	Buy	11,370 +2,227	+24%	+$70.9K	0.35%	38
2023 Q3	$281K	Buy	9,143 +23	+0.3%	+$729	0.39%	37
2023 Q2	$311K	Hold	9,120	–	–	0.42%	32
2023 Q1	$273K	Hold	9,120	–	–	0.31%	37
2022 Q4	$283K	Hold	9,120	–	–	0.34%	36
2022 Q3	$243K	Hold	9,120	–	–	0.32%	41
2022 Q2	$265K	Hold	9,120	–	–	0.38%	40
2022 Q1	$342K	Hold	9,120	–	–	0.33%	34
2021 Q4	$342K	Hold	9,120	–	–	0.43%	29
2021 Q3	$271K	Hold	9,120	–	–	0.37%	30
2021 Q2	$293K	Hold	9,120	–	–	0.4%	28
2021 Q1	$293K	Hold	9,120	–	–	0.51%	25
2020 Q4	$276K	Buy	+9,120	New	+$262K	0.77%	24

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Sage Private Wealth Group's CSX Position: Q1 2026 in Review

Sage Private Wealth Group reduced its CSX Corp (CSX) stake by 15% in Q1 2026, selling an estimated $37K and leaving 5,489 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #92.

Sage Private Wealth Group first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $416K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Sage Private Wealth Group held 5,489 shares of CSX Corp worth $225K as of Q1 2026.
Sage Private Wealth Group sold 943 CSX Corp shares in Q1 2026, an estimated $37K.
CSX Corp made up 0.11% of Sage Private Wealth Group's portfolio in Q1 2026, its #92 holding.
Sage Private Wealth Group first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
Sage Private Wealth Group's CSX Corp position peaked at $416K in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.