SSWM
CSX icon

Smith Salley Wealth Management’s CSX Corp CSX Stock Holding History

Smith Salley 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 		$798K Sell
16,793
-210
-1% -$9.48K 0.03% 169
2026
Q1 		$698K Hold
17,003
– – 0.04% 170
2025
Q4 		$616K Buy
17,003
+900
+6% +$32.2K 0.03% 178
2025
Q3 		$572K Hold
16,103
– – 0.03% 176
2025
Q2 		$525K Sell
16,103
-411
-2% -$12.4K 0.03% 172
2025
Q1 		$486K Buy
16,514
+183
+1% +$5.81K 0.03% 171
2024
Q4 		$527K Sell
16,331
-181
-1% -$6.21K 0.03% 168
2024
Q3 		$570K Sell
16,512
-167
-1% -$5.67K 0.04% 168
2024
Q2 		$558K Buy
16,679
+217
+1% +$7.37K 0.04% 161
2024
Q1 		$610K Buy
16,462
+3,260
+25% +$119K 0.05% 154
2023
Q4 		$458K Sell
13,202
-2,101
-14% -$66.9K 0.03% 187
2023
Q3 		$471K Sell
15,303
-400
-3% -$12.7K 0.03% 175
2023
Q2 		$535K Sell
15,703
-100
-0.6% -$3.16K 0.04% 165
2023
Q1 		$473K Sell
15,803
-122
-0.8% -$3.75K 0.04% 175
2022
Q4 		$493K Sell
15,925
-100
-0.6% -$3.01K 0.04% 165
2022
Q3 		$427K Hold
16,025
– – 0.04% 172
2022
Q2 		$466K Sell
16,025
-1,757
-10% -$57.3K 0.04% 168
2022
Q1 		$666K Hold
17,782
– – 0.05% 166
2021
Q4 		$669K Sell
17,782
-129
-0.7% -$4.55K 0.05% 174
2021
Q3 		$533K Hold
17,911
– – 0.04% 181
2021
Q2 		$575K Buy
17,911
+10
+0.1% +$330 0.05% 180
2021
Q1 		$575K Sell
17,901
-24
-0.1% -$733 0.05% 164
2020
Q4 		$542K Buy
17,925
+2,706
+18% +$77.7K 0.05% 150
2020
Q3 		$394K Hold
15,219
– – 0.05% 145
2020
Q2 		$354K Sell
15,219
-945
-6% -$20.9K 0.05% 148
2020
Q1 		$309K Buy
16,164
+45
+0.3% +$1.05K 0.05% 147
2019
Q4 		$389K Sell
16,119
-1,200
-7% -$28.4K 0.05% 143
2019
Q3 		$400K Buy
+17,319
New +$403K 0.06% 138
2018
Q4 		– Sell
-17,055
Closed -$421K – 173
2018
Q3 		$421K Sell
17,055
-510
-3% -$12.1K 0.07% 126
2018
Q2 		$373K Buy
17,565
+60
+0.3% +$1.24K 0.06% 132
2018
Q1 		$325K Sell
17,505
-2,022
-10% -$37.8K 0.06% 137
2017
Q4 		$358K Sell
19,527
-3,654
-16% -$64.7K 0.06% 138
2017
Q3 		$419K Hold
23,181
– – 0.08% 121
2017
Q2 		$421K Sell
23,181
-4,179
-15% -$71.6K 0.08% 121
2017
Q1 		$425K Sell
27,360
-484,221
-95% -$7.38M 0.09% 118
2016
Q4 		$6.13M Buy
511,581
+192
+0% +$2.15K 1.28% 28
2016
Q3 		$5.2M Sell
511,389
-5,334
-1% -$50.4K 1.15% 32
2016
Q2 		$4.49M Buy
516,723
+25,122
+5% +$219K 1.05% 39
2016
Q1 		$4.22M Buy
491,601
+48,342
+11% +$392K 1.06% 39
2015
Q4 		$3.83M Buy
443,259
+20,628
+5% +$187K 0.96% 38
2015
Q3 		$3.79M Sell
422,631
-7,464
-2% -$73.2K 1.02% 36
2015
Q2 		$4.68M Buy
430,095
+13,161
+3% +$153K 1.19% 33
2015
Q1 		$4.6M Buy
416,934
+37,428
+10% +$430K 1.17% 33
2014
Q4 		$4.58M Buy
379,506
+50,037
+15% +$586K 1.19% 30
2014
Q3 		$3.52M Buy
329,469
+68,256
+26% +$704K 0.93% 39
2014
Q2 		$2.68M Buy
261,213
+37,023
+17% +$360K 0.72% 52
2014
Q1 		$2.17M Sell
224,190
-804
-0.4% -$7.46K 1.35% 32
2013
Q4 		$2.16M Buy
224,994
+639
+0.3% +$5.73K 1.41% 31
2013
Q3 		$1.93M Buy
224,355
+4,884
+2% +$41K 1.55% 28
2013
Q2 		$1.7M Buy
+219,471
New +$1.8M 1.37% 34

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Smith Salley Wealth Management's CSX Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its CSX Corp (CSX) stake by 1.2% in Q2 2026, selling an estimated $9.48K and leaving 16,793 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #169.

Smith Salley Wealth Management first reported a position in CSX in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.13M in Q4 2016. 620 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Smith Salley Wealth Management held 16,793 shares of CSX Corp worth $798K as of Q2 2026.
  • Smith Salley Wealth Management sold 210 CSX Corp shares in Q2 2026, an estimated $9.48K.
  • CSX Corp made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Smith Salley Wealth Management first reported a position in CSX Corp in Q2 2013 and has held it in 50 quarters since.
  • Smith Salley Wealth Management's CSX Corp position peaked at $6.13M in Q4 2016.
  • 620 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.