SkyOak Wealth’s CSX Corp CSX Stock Holding History

SkyOak 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	$506K	Hold	10,650	–	–	0.08%	136
2026 Q1	$437K	Hold	10,650	–	–	0.08%	141
2025 Q4	$386K	Hold	10,650	–	–	0.07%	152
2025 Q3	$378K	Buy	10,650 +3	+0%	+$102	0.07%	155
2025 Q2	$347K	Buy	10,647 +847	+9%	+$25.5K	0.07%	158
2025 Q1	$288K	Sell	9,800 -3,300	-25%	-$105K	0.06%	176
2024 Q4	$423K	Hold	13,100	–	–	0.09%	131
2024 Q3	$452K	Sell	13,100 -13,653	-51%	-$463K	0.1%	123
2024 Q2	$895K	Sell	26,753 -2,847	-10%	-$96.7K	0.21%	75
2024 Q1	$1.1M	Hold	29,600	–	–	0.26%	72
2023 Q4	$1.03M	Sell	29,600 -3,300	-10%	-$105K	0.27%	72
2023 Q3	$1.01M	Buy	32,900 +3,400	+12%	+$108K	0.3%	67
2023 Q2	$1.01M	Sell	29,500 -900	-3%	-$28.5K	0.28%	75
2023 Q1	$910K	Hold	30,400	–	–	0.28%	79
2022 Q4	$942K	Sell	30,400 -4,325	-12%	-$130K	0.32%	73
2022 Q3	$925K	Hold	34,725	–	–	0.33%	73
2022 Q2	$1.01M	Hold	34,725	–	–	0.34%	75
2022 Q1	$1.3M	Sell	34,725 -1,500	-4%	-$53.1K	0.36%	73
2021 Q4	$1.36M	Hold	36,225	–	–	0.35%	73
2021 Q3	$1.08M	Hold	36,225	–	–	0.29%	78
2021 Q2	$1.16M	Hold	36,225	–	–	0.31%	75
2021 Q1	$1.23M	Sell	36,225 -3,300	-8%	-$101K	0.34%	74
2020 Q4	$1.2M	Hold	39,525	–	–	0.37%	74
2020 Q3	$1.02M	Hold	39,525	–	–	0.37%	71
2020 Q2	$919K	Hold	39,525	–	–	0.34%	75
2020 Q1	$755K	Sell	39,525 -1,350	-3%	-$31.5K	0.39%	63
2019 Q4	$986K	Buy	+40,875	New	+$967K	0.31%	73

Other funds holding CSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SkyOak Wealth's CSX Position: Q2 2026 in Review

SkyOak Wealth held its CSX Corp (CSX) position steady in Q2 2026 at 10,650 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #136.

SkyOak Wealth first reported a position in CSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2021. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

SkyOak Wealth held 10,650 shares of CSX Corp worth $506K as of Q2 2026.
SkyOak Wealth left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.08% of SkyOak Wealth's portfolio in Q2 2026, its #136 holding.
SkyOak Wealth first reported a position in CSX Corp in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's CSX Corp position peaked at $1.36M in Q4 2021.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.