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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
2025
Q1 		– Sell
-23,500
Closed -$758K – 140
2024
Q4 		$758K Buy
+23,500
New +$806K 0.39% 86

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
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
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 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. 369 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.
  • 369 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.