SW
CSX icon

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
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 $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

Simplicity Wealth's CSX Position: Q1 2026 in Review

Simplicity Wealth increased its CSX Corp (CSX) stake by 17% in Q1 2026, buying an estimated $38.6K and bringing the position to 6,615 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #626.

Simplicity Wealth first reported a position in CSX in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.42M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Simplicity Wealth held 6,615 shares of CSX Corp worth $272K as of Q1 2026.
  • Simplicity Wealth bought 984 CSX Corp shares in Q1 2026, an estimated $38.6K.
  • CSX Corp made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #626 holding.
  • Simplicity Wealth first reported a position in CSX Corp in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's CSX Corp position peaked at $3.42M in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.