Shelton Wealth Management’s CSX Corp CSX Stock Holding History

Shelton 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	$2.38M	Sell	50,027 -533	-1%	-$24.1K	0.93%	25
2026 Q1	$2.08M	Buy	50,560 +20,877	+70%	+$818K	0.91%	28
2025 Q4	$1.08M	Buy	29,683 +19,616	+195%	+$702K	0.46%	72
2025 Q3	$357K	Buy	10,067 +772	+8%	+$26.4K	0.16%	106
2025 Q2	$303K	Buy	9,295 +1,198	+15%	+$36.1K	0.15%	107
2025 Q1	$238K	Buy	8,097 +90	+1%	+$2.86K	0.13%	112
2024 Q4	$258K	Sell	8,007 -26,490	-77%	-$909K	0.13%	113
2024 Q3	$1.19M	Buy	34,497 +2,578	+8%	+$87.5K	0.65%	45
2024 Q2	$1.07M	Buy	+31,919	New	+$1.08M	0.61%	43

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

PensionDanmark Copenhagen O, Denmark $12B AUM

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Shelton Wealth Management reduced its CSX Corp (CSX) stake by 1.1% in Q2 2026, selling an estimated $24.1K and leaving 50,027 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #25.

Shelton Wealth Management first reported a position in CSX in Q2 2024 and has held it in 9 quarters since. 321 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Shelton Wealth Management held 50,027 shares of CSX Corp worth $2.38M as of Q2 2026.
Shelton Wealth Management sold 533 CSX Corp shares in Q2 2026, an estimated $24.1K.
CSX Corp made up 0.93% of Shelton Wealth Management's portfolio in Q2 2026, its #25 holding.
Shelton Wealth Management first reported a position in CSX Corp in Q2 2024 and has held it in 9 quarters since.
321 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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