SSWM
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Sheets Smith Wealth Management’s CSX Corp CSX Stock Holding History

Sheets Smith 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
Q3 		$1.57M Hold
33,674
– – 0.16% 125
2026
Q2 		$1.6M Buy
33,674
+2
+0% +$90 0.16% 133
2026
Q1 		$1.38M Buy
33,672
+32
+0.1% +$1.25K 0.16% 138
2025
Q4 		$1.22M Buy
33,640
+77
+0.2% +$2.75K 0.13% 152
2025
Q3 		$1.19M Hold
33,563
– – 0.13% 154
2025
Q2 		$1.1M Hold
33,563
– – 0.13% 151
2025
Q1 		$988K Hold
33,563
– – 0.12% 160
2024
Q4 		$1.08M Hold
33,563
– – 0.13% 149
2024
Q3 		$1.16M Sell
33,563
-3,118
-9% -$106K 0.14% 140
2024
Q2 		$1.23M Hold
36,681
– – 0.15% 138
2024
Q1 		$1.36M Buy
36,681
+121
+0.3% +$4.42K 0.15% 137
2023
Q4 		$1.27M Sell
36,560
-668
-2% -$21.3K 0.18% 116
2023
Q3 		$1.14M Hold
37,228
– – 0.17% 123
2023
Q2 		$1.27M Sell
37,228
-350
-0.9% -$11.1K 0.19% 113
2023
Q1 		$1.13M Buy
37,578
+12
+0% +$369 0.17% 118
2022
Q4 		$1.16M Buy
37,566
+10
+0% +$301 0.18% 118
2022
Q3 		$1M Buy
37,556
+10
+0% +$311 0.17% 124
2022
Q2 		$1.09M Buy
37,546
+11
+0% +$359 0.18% 118
2022
Q1 		$1.41M Buy
37,535
+9
+0% +$318 0.19% 113
2021
Q4 		$1.41M Buy
37,526
+7
+0% +$247 0.18% 123
2021
Q3 		$1.12M Buy
37,519
+10
+0% +$320 0.15% 139
2021
Q2 		$1.2M Buy
37,509
+6
+0% +$198 0.16% 135
2021
Q1 		$1.21M Buy
37,503
+12
+0% +$366 0.18% 129
2020
Q4 		$1.13M Buy
37,491
+6
+0% +$172 0.17% 125
2020
Q3 		$970K Buy
37,485
+12
+0% +$296 0.17% 120
2020
Q2 		$871K Buy
37,473
+9
+0% +$199 0.17% 115
2020
Q1 		$716K Buy
+37,464
New +$875K 0.15% 134
2018
Q4 		– Sell
-29,295
Closed -$723K – 284
2018
Q3 		$723K Buy
29,295
+354
+1% +$8.43K 0.15% 166
2018
Q2 		$615K Buy
+28,941
New +$596K 0.14% 167
2018
Q1 		– Sell
-29,328
Closed -$538K – 316
2017
Q4 		$538K Buy
+29,328
New +$519K 0.13% 187

Other funds holding CSX

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Sheets Smith Wealth Management's CSX Position: Q3 2026 in Review

Sheets Smith Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 33,674 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #125.

Sheets Smith Wealth Management first reported a position in CSX in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.6M in Q2 2026. 298 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Sheets Smith Wealth Management held 33,674 shares of CSX Corp worth $1.57M as of Q3 2026.
  • Sheets Smith Wealth Management left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.16% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Sheets Smith Wealth Management first reported a position in CSX Corp in Q4 2017 and has held it in 30 quarters since.
  • Sheets Smith Wealth Management's CSX Corp position peaked at $1.6M in Q2 2026.
  • 298 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.