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Sigma Planning Corp’s CSX Corp CSX Stock Holding History

Sigma Planning Corp’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 		$1.63M Sell
39,774
-2,114
-5% -$82.9K 0.05% 395
2025
Q4 		$1.52M Sell
41,888
-292
-0.7% -$10.4K 0.04% 390
2025
Q3 		$1.5M Sell
42,180
-1,848
-4% -$63.1K 0.04% 402
2025
Q2 		$1.44M Sell
44,028
-6,950
-14% -$209K 0.04% 389
2025
Q1 		$1.5M Buy
50,978
+1,474
+3% +$46.8K 0.05% 359
2024
Q4 		$1.6M Buy
49,504
+1,817
+4% +$62.3K 0.05% 344
2024
Q3 		$1.65M Buy
47,687
+2,100
+5% +$71.3K 0.05% 344
2024
Q2 		$1.52M Buy
45,587
+919
+2% +$31.2K 0.05% 361
2024
Q1 		$1.66M Buy
44,668
+29,532
+195% +$1.08M 0.05% 356
2023
Q4 		$525K Sell
15,136
-29,923
-66% -$953K 0.04% 441
2023
Q3 		$1.39M Sell
45,059
-4,153
-8% -$132K 0.05% 359
2023
Q2 		$1.68M Sell
49,212
-3,715
-7% -$118K 0.06% 316
2023
Q1 		$1.58M Sell
52,927
-3,215
-6% -$98.8K 0.05% 360
2022
Q4 		$1.74M Buy
56,142
+7,351
+15% +$221K 0.06% 314
2022
Q3 		$1.3M Buy
48,791
+6,717
+16% +$209K 0.05% 368
2022
Q2 		$1.22M Sell
42,074
-351
-0.8% -$11.4K 0.04% 397
2022
Q1 		$1.59M Sell
42,425
-3,490
-8% -$123K 0.05% 375
2021
Q4 		$1.73M Buy
45,915
+1,756
+4% +$61.9K 0.05% 362
2021
Q3 		$1.31M Buy
44,159
+1,707
+4% +$54.7K 0.04% 456
2021
Q2 		$1.36M Buy
42,452
+824
+2% +$27.2K 0.04% 445
2021
Q1 		$1.34M Sell
41,628
-123,645
-75% -$3.77M 0.04% 411
2020
Q4 		$5M Buy
165,273
+2,001
+1% +$57.5K 0.17% 132
2020
Q3 		$4.23M Buy
163,272
+101,658
+165% +$2.51M 0.17% 130
2020
Q2 		$1.43M Sell
61,614
-2,793
-4% -$61.8K 0.06% 296
2020
Q1 		$1.23M Buy
64,407
+1,554
+2% +$36.3K 0.07% 279
2019
Q4 		$1.52M Buy
62,853
+11,229
+22% +$266K 0.06% 308
2019
Q3 		$1.19M Buy
51,624
+1,398
+3% +$32.5K 0.06% 333
2019
Q2 		$1.29M Buy
50,226
+6,291
+14% +$162K 0.07% 291
2019
Q1 		$1.1M Buy
43,935
+2,484
+6% +$57.5K 0.06% 295
2018
Q4 		$858K Sell
41,451
-86,388
-68% -$1.99M 0.06% 285
2018
Q3 		$3.16M Buy
127,839
+10,506
+9% +$250K 0.19% 116
2018
Q2 		$2.5M Sell
117,333
-1,554
-1% -$32K 0.17% 142
2018
Q1 		$2.21M Buy
118,887
+3,708
+3% +$69.3K 0.16% 150
2017
Q4 		$2.11M Sell
115,179
-507
-0.4% -$8.98K 0.16% 156
2017
Q3 		$2.09M Sell
115,686
-3,927
-3% -$67.4K 0.17% 148
2017
Q2 		$2.17M Sell
119,613
-387
-0.3% -$6.63K 0.2% 127
2017
Q1 		$1.86M Sell
120,000
-1,017
-0.8% -$15.5K 0.18% 143
2016
Q4 		$1.45M Buy
121,017
+91,785
+314% +$1.03M 0.16% 155
2016
Q3 		$297K Sell
29,232
-1,557
-5% -$14.7K 0.04% 520
2016
Q2 		$268K Sell
30,789
-426
-1% -$3.71K 0.03% 514
2016
Q1 		$268K Sell
31,215
-1,419
-4% -$11.5K 0.04% 488
2015
Q4 		$282K Buy
32,634
+4,152
+15% +$37.7K 0.04% 475
2015
Q3 		$255K Sell
28,482
-4,143
-13% -$40.7K 0.04% 478
2015
Q2 		$355K Buy
32,625
+1,260
+4% +$14.6K 0.05% 436
2015
Q1 		$346K Sell
31,365
-17,811
-36% -$205K 0.05% 479
2014
Q4 		$594K Buy
+49,176
New +$576K 0.08% 299

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sigma Planning Corp's CSX Position: Q1 2026 in Review

Sigma Planning Corp reduced its CSX Corp (CSX) stake by 5% in Q1 2026, selling an estimated $82.9K and leaving 39,774 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #395.

Sigma Planning Corp first reported a position in CSX in Q4 2014 and has held it in 46 quarters since. The position peaked at $5M in Q4 2020. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Sigma Planning Corp held 39,774 shares of CSX Corp worth $1.63M as of Q1 2026.
  • Sigma Planning Corp sold 2,114 CSX Corp shares in Q1 2026, an estimated $82.9K.
  • CSX Corp made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #395 holding.
  • Sigma Planning Corp first reported a position in CSX Corp in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's CSX Corp position peaked at $5M in Q4 2020.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.