SWM
CSX icon

Segment Wealth Management’s CSX Corp CSX Stock Holding History

Segment 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 		$269K Sell
5,664
-160
-3% -$7.22K 0.01% 281
2026
Q1 		$239K Sell
5,824
-2,660
-31% -$104K 0.01% 283
2025
Q4 		$308K Buy
+8,484
New +$304K 0.02% 261

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Segment Wealth Management reduced its CSX Corp (CSX) stake by 2.7% in Q2 2026, selling an estimated $7.22K and leaving 5,664 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #281.

Segment Wealth Management first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Segment Wealth Management held 5,664 shares of CSX Corp worth $269K as of Q2 2026.
  • Segment Wealth Management sold 160 CSX Corp shares in Q2 2026, an estimated $7.22K.
  • CSX Corp made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Segment Wealth Management first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • Segment Wealth Management's CSX Corp position peaked at $308K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.