SFMG Wealth Advisors’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
Q1 | $7.36M | Buy |
179,362
+593
| +0.3% | +$23.2K | 0.5% | 26 |
|
|
2025
Q4 | $6.48M | Buy |
178,769
+578
| +0.3% | +$20.7K | 0.43% | 31 |
|
|
2025
Q3 | $6.33M | Buy |
178,191
+654
| +0.4% | +$22.3K | 0.44% | 35 |
|
|
2025
Q2 | $5.79M | Buy |
177,537
+2,321
| +1% | +$69.8K | 0.43% | 36 |
|
|
2025
Q1 | $5.16M | Sell |
175,216
-324
| -0.2% | -$10.3K | 0.41% | 36 |
|
|
2024
Q4 | $5.66M | Sell |
175,540
-298
| -0.2% | -$10.2K | 0.45% | 35 |
|
|
2024
Q3 | $6.07M | Sell |
175,838
-349
| -0.2% | -$11.8K | 0.49% | 26 |
|
|
2024
Q2 | $5.89M | Buy |
176,187
+578
| +0.3% | +$19.6K | 0.51% | 25 |
|
|
2024
Q1 | $6.51M | Sell |
175,609
-121,148
| -41% | -$4.42M | 0.56% | 24 |
|
|
2023
Q4 | $10.3M | Buy |
296,757
+2,874
| +1% | +$91.5K | 0.95% | 16 |
|
|
2023
Q3 | $9.04M | Buy |
293,883
+4,228
| +1% | +$134K | 0.93% | 17 |
|
|
2023
Q2 | $9.88M | Sell |
289,655
-4,016
| -1% | -$127K | 1.02% | 14 |
|
|
2023
Q1 | $8.79M | Buy |
293,671
+2,602
| +0.9% | +$80K | 0.95% | 16 |
|
|
2022
Q4 | $9.02M | Sell |
291,069
-12,129
| -4% | -$365K | 1% | 15 |
|
|
2022
Q3 | $8.08M | Buy |
303,198
+5,410
| +2% | +$168K | 0.94% | 15 |
|
|
2022
Q2 | $8.65M | Buy |
297,788
+6,292
| +2% | +$205K | 1% | 15 |
|
|
2022
Q1 | $10.9M | Buy |
291,496
+13,400
| +5% | +$474K | 1.08% | 16 |
|
|
2021
Q4 | $10.5M | Buy |
278,096
+11,725
| +4% | +$413K | 1.02% | 16 |
|
|
2021
Q3 | $7.92M | Buy |
266,371
+15,829
| +6% | +$507K | 0.88% | 17 |
|
|
2021
Q2 | $8.04M | Buy |
250,542
+81,423
| +48% | +$2.69M | 0.89% | 17 |
|
|
2021
Q1 | $5.44M | Buy |
169,119
+153
| +0.1% | +$4.67K | 0.63% | 20 |
|
|
2020
Q4 | $5.11M | Buy |
168,966
+447
| +0.3% | +$12.8K | 0.65% | 21 |
|
|
2020
Q3 | $4.36M | Buy |
168,519
+990
| +0.6% | +$24.4K | 0.6% | 23 |
|
|
2020
Q2 | $3.9M | Sell |
167,529
-19,668
| -11% | -$435K | 0.56% | 24 |
|
|
2020
Q1 | $3.58M | Sell |
187,197
-18,963
| -9% | -$443K | 0.54% | 20 |
|
|
2019
Q4 | $4.97M | Buy |
206,160
+525
| +0.3% | +$12.4K | 0.61% | 18 |
|
|
2019
Q3 | $4.75M | Sell |
205,635
-87
| -0% | -$2.02K | 0.64% | 17 |
|
|
2019
Q2 | $4.73M | Sell |
205,722
-23,115
| -10% | -$596K | 0.64% | 15 |
|
|
2019
Q1 | $5.71M | Buy |
228,837
+25,530
| +13% | +$591K | 0.83% | 17 |
|
|
2018
Q4 | $4.21M | Buy |
203,307
+633
| +0.3% | +$14.6K | 0.68% | 17 |
|
|
2018
Q3 | $4.67M | Buy |
202,674
+573
| +0.3% | +$13.6K | 0.72% | 15 |
|
|
2018
Q2 | $4.3M | Buy |
202,101
+615
| +0.3% | +$12.7K | 0.7% | 13 |
|
|
2018
Q1 | $3.74M | Buy |
201,486
+708
| +0.4% | +$13.2K | 0.63% | 12 |
|
|
2017
Q4 | $3.68M | Buy |
200,778
+699
| +0.3% | +$12.4K | 0.61% | 15 |
|
|
2017
Q3 | $3.62M | Buy |
200,079
+696
| +0.3% | +$11.9K | 0.71% | 16 |
|
|
2017
Q2 | $3.63M | Buy |
199,383
+2,187
| +1% | +$37.5K | 0.75% | 14 |
|
|
2017
Q1 | $3.06M | Buy |
197,196
+681
| +0.3% | +$10.4K | 0.62% | 16 |
|
|
2016
Q4 | $2.35M | Buy |
196,515
+891
| +0.5% | +$9.99K | 0.5% | 20 |
|
|
2016
Q3 | $1.99M | Buy |
195,624
+7,857
| +4% | +$74.3K | 0.44% | 27 |
|
|
2016
Q2 | $1.63M | Buy |
187,767
+1,236
| +0.7% | +$10.8K | 0.36% | 32 |
|
|
2016
Q1 | $1.6M | Buy |
186,531
+1,224
| +0.7% | +$9.93K | 0.35% | 35 |
|
|
2015
Q4 | $1.6M | Buy |
185,307
+1,179
| +0.6% | +$10.7K | 0.37% | 35 |
|
|
2015
Q3 | $1.65M | Buy |
184,128
+1,083
| +0.6% | +$10.6K | 0.4% | 31 |
|
|
2015
Q2 | $1.99M | Sell |
183,045
-173,310
| -49% | -$2.01M | 0.45% | 27 |
|
|
2015
Q1 | $3.93M | Buy |
356,355
+174,768
| +96% | +$2.01M | 0.32% | 30 |
|
|
2014
Q4 | $2.19M | Buy |
181,587
+9,456
| +5% | +$111K | 0.49% | 23 |
|
|
2014
Q3 | $1.84M | Buy |
172,131
+867
| +0.5% | +$8.94K | 0.58% | 21 |
|
|
2014
Q2 | $1.76M | Buy |
171,264
+900
| +0.5% | +$8.76K | 0.61% | 19 |
|
|
2014
Q1 | $1.65M | Buy |
170,364
+882
| +0.5% | +$8.18K | 0.55% | 20 |
|
|
2013
Q4 | $1.63M | Buy |
169,482
+1,149
| +0.7% | +$10.3K | 0.56% | 20 |
|
|
2013
Q3 | $1.44M | Buy |
+168,333
| New | +$1.41M | 0.58% | 21 |
|
Other funds holding CSX
VCM
VPM
SFMG Wealth Advisors's CSX Position: Q1 2026 in Review
SFMG Wealth Advisors increased its CSX Corp (CSX) stake by 0.33% in Q1 2026, buying an estimated $23.2K and bringing the position to 179,362 shares worth $7.36M. The position accounts for 0.5% of the portfolio, ranked #26.
SFMG Wealth Advisors first reported a position in CSX in Q3 2013 and has held it in 51 quarters since. The position peaked at $10.9M in Q1 2022. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- SFMG Wealth Advisors held 179,362 shares of CSX Corp worth $7.36M as of Q1 2026.
- SFMG Wealth Advisors bought 593 CSX Corp shares in Q1 2026, an estimated $23.2K.
- CSX Corp made up 0.5% of SFMG Wealth Advisors's portfolio in Q1 2026, its #26 holding.
- SFMG Wealth Advisors first reported a position in CSX Corp in Q3 2013 and has held it in 51 quarters since.
- SFMG Wealth Advisors's CSX Corp position peaked at $10.9M in Q1 2022.
- 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.