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Soltis Investment Advisors’s CSX Corp CSX Stock Holding History

Soltis Investment Advisors’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 		$329K Buy
6,912
+610
+10% +$27.5K 0.02% 464
2026
Q1 		$259K Buy
+6,302
New +$247K 0.02% 474
2025
Q4 		– Sell
-8,035
Closed -$285K – 534
2025
Q3 		$285K Buy
8,035
+126
+2% +$4.3K 0.02% 387
2025
Q2 		$258K Buy
+7,909
New +$238K 0.02% 346
2025
Q1 		– Sell
-6,348
Closed -$205K – 372
2024
Q4 		$205K Buy
+6,348
New +$218K 0.02% 354
2023
Q3 		– Sell
-12,712
Closed -$433K – 265
2023
Q2 		$433K Buy
12,712
+21
+0.2% +$664 0.05% 180
2023
Q1 		$380K Sell
12,691
-22
-0.2% -$676 0.05% 187
2022
Q4 		$394K Buy
12,713
+63
+0.5% +$1.9K 0.05% 181
2022
Q3 		$337K Buy
12,650
+24
+0.2% +$746 0.05% 178
2022
Q2 		$367K Buy
12,626
+38
+0.3% +$1.24K 0.05% 179
2022
Q1 		$471K Buy
12,588
+53
+0.4% +$1.88K 0.07% 166
2021
Q4 		$471K Buy
12,535
+5
+0% +$176 0.07% 174
2021
Q3 		$373K Buy
12,530
+158
+1% +$5.06K 0.06% 176
2021
Q2 		$397K Buy
12,372
+3,135
+34% +$103K 0.06% 177
2021
Q1 		$297K Buy
9,237
+33
+0.4% +$1.01K 0.05% 181
2020
Q4 		$278K Buy
9,204
+204
+2% +$5.86K 0.05% 185
2020
Q3 		$233K Hold
9,000
– – 0.05% 180
2020
Q2 		$209K Buy
+9,000
New +$199K 0.05% 173
2020
Q1 		– Sell
-9,000
Closed -$217K – 166
2019
Q4 		$217K Buy
+9,000
New +$213K 0.04% 144

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

Soltis Investment Advisors's CSX Position: Q2 2026 in Review

Soltis Investment Advisors increased its CSX Corp (CSX) stake by 9.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 6,912 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #464.

Soltis Investment Advisors first reported a position in CSX in Q4 2019 and has held it in 19 quarters since. The position peaked at $471K in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Soltis Investment Advisors held 6,912 shares of CSX Corp worth $329K as of Q2 2026.
  • Soltis Investment Advisors bought 610 CSX Corp shares in Q2 2026, an estimated $27.5K.
  • CSX Corp made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • Soltis Investment Advisors first reported a position in CSX Corp in Q4 2019 and has held it in 19 quarters since.
  • Soltis Investment Advisors's CSX Corp position peaked at $471K in Q1 2022.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.