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Simplicity Wealth’s CSX Corp CSX Stock Holding History

Simplicity Wealth’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 		$498K Buy
10,482
+3,867
+58% +$175K 0.02% 641
2026
Q1 		$272K Buy
6,615
+984
+17% +$38.6K 0.02% 626
2025
Q4 		$204K Buy
+5,631
New +$202K 0.01% 670
2024
Q3 		– Sell
-89,916
Closed -$3.01M – 647
2024
Q2 		$3.01M Sell
89,916
-17,871
-17% -$607K 0.07% 273
2024
Q1 		$3.42M Buy
+107,787
New +$3.93M 0.08% 243

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 $3.37T AUM 44.26% 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

Simplicity Wealth's CSX Position: Q2 2026 in Review

Simplicity Wealth increased its CSX Corp (CSX) stake by 58% in Q2 2026, buying an estimated $175K and bringing the position to 10,482 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #641.

Simplicity Wealth first reported a position in CSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.42M in Q1 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Simplicity Wealth held 10,482 shares of CSX Corp worth $498K as of Q2 2026.
  • Simplicity Wealth bought 3,867 CSX Corp shares in Q2 2026, an estimated $175K.
  • CSX Corp made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #641 holding.
  • Simplicity Wealth first reported a position in CSX Corp in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's CSX Corp position peaked at $3.42M in Q1 2024.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.