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Spire Wealth Management’s CSX Corp CSX Stock Holding History

Spire 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 		$151K Buy
3,167
+17
+0.5% +$768 ﹤0.01% 869
2026
Q1 		$129K Sell
3,150
-12
-0.4% -$470 ﹤0.01% 910
2025
Q4 		$115K Sell
3,162
-46
-1% -$1.65K ﹤0.01% 948
2025
Q3 		$114K Sell
3,208
-111
-3% -$3.79K ﹤0.01% 946
2025
Q2 		$108K Sell
3,319
-8,379
-72% -$252K ﹤0.01% 941
2025
Q1 		$344K Sell
11,698
-871
-7% -$27.7K 0.01% 679
2024
Q4 		$406K Sell
12,569
-46,195
-79% -$1.58M 0.01% 620
2024
Q3 		$2.03M Sell
58,764
-83,992
-59% -$2.85M 0.07% 230
2024
Q2 		$4.78M Sell
142,756
-16,184
-10% -$550K 0.17% 127
2024
Q1 		$5.89M Sell
158,940
-3,284
-2% -$120K 0.11% 134
2023
Q4 		$5.6M Buy
162,224
+24,756
+18% +$789K 0.19% 120
2023
Q3 		$4.23M Buy
137,468
+130,815
+1,966% +$4.14M 0.16% 137
2023
Q2 		$227K Sell
6,653
-86,825
-93% -$2.75M 0.01% 690
2023
Q1 		$2.8M Buy
93,478
+86,956
+1,333% +$2.67M 0.11% 179
2022
Q4 		$202K Buy
6,522
+1,627
+33% +$48.9K 0.01% 559
2022
Q3 		$130K Sell
4,895
-4,275
-47% -$133K 0.01% 627
2022
Q2 		$266K Sell
9,170
-1,352
-13% -$44.1K 0.01% 670
2022
Q1 		$394K Sell
10,522
-16,147
-61% -$571K 0.01% 640
2021
Q4 		$1M Buy
26,669
+16,257
+156% +$573K 0.02% 469
2021
Q3 		$310K Sell
10,412
-9,215
-47% -$295K 0.01% 742
2021
Q2 		$630K Sell
19,627
-10,226
-34% -$337K 0.02% 546
2021
Q1 		$957K Buy
+29,853
New +$911K 0.03% 454

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Spire Wealth Management's CSX Position: Q2 2026 in Review

Spire Wealth Management increased its CSX Corp (CSX) stake by 0.54% in Q2 2026, buying an estimated $768 and bringing the position to 3,167 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Spire Wealth Management first reported a position in CSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.89M in Q1 2024. 396 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Spire Wealth Management held 3,167 shares of CSX Corp worth $151K as of Q2 2026.
  • Spire Wealth Management bought 17 CSX Corp shares in Q2 2026, an estimated $768.
  • CSX Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #869 holding.
  • Spire Wealth Management first reported a position in CSX Corp in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CSX Corp position peaked at $5.89M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.