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Sowell Financial Services’s CSX Corp CSX Stock Holding History

Sowell Financial Services’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 		$1.09M Sell
23,022
-571
-2% -$25.8K 0.04% 443
2026
Q1 		$969K Buy
23,593
+695
+3% +$27.2K 0.04% 445
2025
Q4 		$830K Sell
22,898
-501
-2% -$17.9K 0.03% 482
2025
Q3 		$831K Buy
23,399
+358
+2% +$12.2K 0.03% 480
2025
Q2 		$752K Sell
23,041
-14,570
-39% -$438K 0.03% 499
2025
Q1 		$1.11M Buy
37,611
+18,864
+101% +$599K 0.05% 362
2024
Q4 		$605K Buy
18,747
+7,036
+60% +$241K 0.03% 392
2024
Q3 		$404K Sell
11,711
-1,037
-8% -$35.2K 0.02% 467
2024
Q2 		$426K Sell
12,748
-1,627
-11% -$55.3K 0.02% 452
2024
Q1 		$533K Buy
14,375
+3,707
+35% +$135K 0.03% 441
2023
Q4 		$370K Buy
+10,668
New +$340K 0.02% 469
2022
Q1 		– Sell
-10,157
Closed -$382K – 224
2021
Q4 		$382K Buy
+10,157
New +$358K 0.02% 460
2021
Q2 		– Sell
-9,150
Closed -$313K – 987
2021
Q1 		$313K Buy
9,150
+2,643
+41% +$80.7K 0.01% 830
2020
Q4 		$197K Sell
6,507
-537
-8% -$15.4K 0.01% 850
2020
Q3 		$182K Sell
7,044
-2,172
-24% -$53.6K 0.01% 763
2020
Q2 		$214K Buy
9,216
+1,194
+15% +$26.4K 0.01% 696
2020
Q1 		$153K Sell
8,022
-381
-5% -$8.9K 0.01% 725
2019
Q4 		$203K Sell
8,403
-258
-3% -$6.1K 0.02% 705
2019
Q3 		$200K Buy
+8,661
New +$202K 0.02% 645
2019
Q1 		$333K Buy
13,350
+315
+2% +$7.29K 0.04% 432
2018
Q4 		$270K Buy
13,035
+4,392
+51% +$101K 0.04% 405
2018
Q3 		$213K Buy
+8,643
New +$206K 0.03% 319

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

Sowell Financial Services's CSX Position: Q2 2026 in Review

Sowell Financial Services reduced its CSX Corp (CSX) stake by 2.4% in Q2 2026, selling an estimated $25.8K and leaving 23,022 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #443.

Sowell Financial Services first reported a position in CSX in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.11M in Q1 2025. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sowell Financial Services held 23,022 shares of CSX Corp worth $1.09M as of Q2 2026.
  • Sowell Financial Services sold 571 CSX Corp shares in Q2 2026, an estimated $25.8K.
  • CSX Corp made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #443 holding.
  • Sowell Financial Services first reported a position in CSX Corp in Q3 2018 and has held it in 22 quarters since.
  • Sowell Financial Services's CSX Corp position peaked at $1.11M in Q1 2025.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.