SHP Wealth Management’s CSX Corp CSX Stock Holding History

SHP 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 Q1	$45.2K	Buy	1,101 +277	+34%	+$10.9K	﹤0.01%	516
2025 Q4	$29.9K	Buy	+824	New	+$29.5K	﹤0.01%	599

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHP Wealth Management's CSX Position: Q1 2026 in Review

SHP Wealth Management increased its CSX Corp (CSX) stake by 34% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,101 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

SHP Wealth Management first reported a position in CSX in Q4 2025 and has held it in 2 quarters since. 1,869 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

SHP Wealth Management held 1,101 shares of CSX Corp worth $45.2K as of Q1 2026.
SHP Wealth Management bought 277 CSX Corp shares in Q1 2026, an estimated $10.9K.
CSX Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #516 holding.
SHP Wealth Management first reported a position in CSX Corp in Q4 2025 and has held it in 2 quarters since.
1,869 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.