SVWAG
CSX icon

Sound View Wealth Advisors Group’s CSX Corp CSX Stock Holding History

Sound View Wealth Advisors Group’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 		$1.21M Sell
25,544
-720
-3% -$32.5K 0.08% 174
2026
Q1 		$1.08M Sell
26,264
-200
-0.8% -$7.84K 0.07% 180
2025
Q4 		$959K Sell
26,464
-19
-0.1% -$680 0.06% 197
2025
Q3 		$940K Buy
26,483
+116
+0.4% +$3.96K 0.06% 197
2025
Q2 		$860K Buy
26,367
+2,934
+13% +$88.3K 0.06% 205
2025
Q1 		$690K Buy
23,433
+81
+0.3% +$2.57K 0.06% 221
2024
Q4 		$754K Buy
23,352
+872
+4% +$29.9K 0.06% 211
2024
Q3 		$776K Buy
22,480
+160
+0.7% +$5.43K 0.06% 209
2024
Q2 		$747K Sell
22,320
-451
-2% -$15.3K 0.08% 189
2024
Q1 		$844K Sell
22,771
-597
-3% -$21.8K 0.09% 180
2023
Q4 		$810K Sell
23,368
-947
-4% -$30.2K 0.09% 185
2023
Q3 		$748K Buy
24,315
+1,794
+8% +$56.8K 0.09% 176
2023
Q2 		$768K Sell
22,521
-303
-1% -$9.58K 0.1% 175
2023
Q1 		$683K Sell
22,824
-544
-2% -$16.7K 0.09% 181
2022
Q4 		$810K Buy
23,368
+1,241
+6% +$37.3K 0.09% 185
2022
Q3 		$589K Sell
22,127
-160
-0.7% -$4.97K 0.13% 143
2022
Q2 		$648K Sell
22,287
-374
-2% -$12.2K 0.14% 139
2022
Q1 		$849K Buy
22,661
+45
+0.2% +$1.59K 0.16% 123
2021
Q4 		$850K Buy
22,616
+1
+0% +$35 0.16% 128
2021
Q3 		$673K Buy
22,615
+401
+2% +$12.8K 0.14% 143
2021
Q2 		$713K Sell
22,214
-1
-0% -$33 0.15% 139
2021
Q1 		$714K Buy
22,215
+303
+1% +$9.25K 0.17% 129
2020
Q4 		$663K Sell
21,912
-240
-1% -$6.89K 0.16% 130
2020
Q3 		$574K Sell
22,152
-738
-3% -$18.2K 0.15% 133
2020
Q2 		$532K Sell
22,890
-1,167
-5% -$25.8K 0.15% 129
2020
Q1 		$459K Sell
24,057
-27
-0.1% -$630 0.16% 124
2019
Q4 		$581K Sell
24,084
-2,397
-9% -$56.7K 0.16% 129
2019
Q3 		$611K Buy
26,481
+690
+3% +$16.1K 0.18% 123
2019
Q2 		$665K Buy
+25,791
New +$664K 0.2% 121

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

Sound View Wealth Advisors Group's CSX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its CSX Corp (CSX) stake by 2.7% in Q2 2026, selling an estimated $32.5K and leaving 25,544 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #174.

Sound View Wealth Advisors Group first reported a position in CSX in Q2 2019 and has held it in 29 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sound View Wealth Advisors Group held 25,544 shares of CSX Corp worth $1.21M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 720 CSX Corp shares in Q2 2026, an estimated $32.5K.
  • CSX Corp made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #174 holding.
  • Sound View Wealth Advisors Group first reported a position in CSX Corp in Q2 2019 and has held it in 29 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.