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 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

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return