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 Q2	$29.1K	Buy	612 +46	+8%	+$2.08K	﹤0.01%	657
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Strategic Wealth Partners's CSX Position: Q2 2026 in Review

Strategic Wealth Partners increased its CSX Corp (CSX) stake by 8.1% in Q2 2026, buying an estimated $2.08K and bringing the position to 612 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Strategic Wealth Partners first reported a position in CSX in Q2 2018 and has held it in 12 quarters since. The position peaked at $256K in Q4 2021. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Strategic Wealth Partners held 612 shares of CSX Corp worth $29.1K as of Q2 2026.
Strategic Wealth Partners bought 46 CSX Corp shares in Q2 2026, an estimated $2.08K.
CSX Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #657 holding.
Strategic Wealth Partners first reported a position in CSX Corp in Q2 2018 and has held it in 12 quarters since.
Strategic Wealth Partners's CSX Corp position peaked at $256K in Q4 2021.
1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.