Strategic Wealth Partners’s CSX Corp CSX Stock Holding History

Strategic Wealth Partners’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 Q1	$23.2K	Buy	566 +12	+2%	+$470	﹤0.01%	671
2025 Q4	$20.1K	Sell	554 -1	-0.2%	-$36	﹤0.01%	699
2025 Q3	$19.7K	Buy	555 +500	+909%	+$17.1K	﹤0.01%	737
2025 Q2	$1.79K	Buy	+55	New	+$1.66K	﹤0.01%	1014
2022 Q1	–	Sell	-6,821	Closed	-$256K	–	262
2021 Q4	$256K	Buy	+6,821	New	+$241K	0.05%	246
2019 Q4	–	Sell	-6,675	Closed	-$149	–	205
2019 Q3	$149	Hold	6,675	–	–	﹤0.01%	251
2019 Q2	$172K	Sell	6,675 -225	-3%	-$5.8K	0.08%	139
2019 Q1	$176K	Buy	6,900 +900	+15%	+$20.8K	0.08%	144
2018 Q4	$132K	Hold	6,000	–	–	0.07%	151
2018 Q3	$148K	Hold	6,000	–	–	0.08%	146
2018 Q2	$128K	Buy	+6,000	New	+$124K	0.07%	171

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Partners's CSX Position: Q1 2026 in Review

Strategic Wealth Partners increased its CSX Corp (CSX) stake by 2.2% in Q1 2026, buying an estimated $470 and bringing the position to 566 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Strategic Wealth Partners first reported a position in CSX in Q2 2018 and has held it in 11 quarters since. The position peaked at $256K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Strategic Wealth Partners held 566 shares of CSX Corp worth $23.2K as of Q1 2026.
Strategic Wealth Partners bought 12 CSX Corp shares in Q1 2026, an estimated $470.
CSX Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #671 holding.
Strategic Wealth Partners first reported a position in CSX Corp in Q2 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's CSX Corp position peaked at $256K in Q4 2021.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.