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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
Q2 		$55.4K Buy
1,165
+64
+6% +$2.89K ﹤0.01% 522
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SHP Wealth Management increased its CSX Corp (CSX) stake by 5.8% in Q2 2026, buying an estimated $2.89K and bringing the position to 1,165 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

SHP Wealth Management first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • SHP Wealth Management held 1,165 shares of CSX Corp worth $55.4K as of Q2 2026.
  • SHP Wealth Management bought 64 CSX Corp shares in Q2 2026, an estimated $2.89K.
  • CSX Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #522 holding.
  • SHP Wealth Management first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.