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Strategies Wealth Advisors’s CSX Corp CSX Stock Holding History

Strategies Wealth Advisors’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 		– Sell
-8,441
Closed -$306K – 198
2025
Q4 		$306K Buy
8,441
+41
+0.5% +$1.47K 0.03% 139
2025
Q3 		$298K Hold
8,400
– – 0.03% 146
2025
Q2 		$274K Buy
+8,400
New +$253K 0.03% 151
2025
Q1 		– Sell
-16,548
Closed -$546K – 179
2024
Q4 		$546K Buy
+16,548
New +$568K 0.07% 77

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategies Wealth Advisors's CSX Position: Q1 2026 in Review

Strategies Wealth Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 8,441 shares — an estimated $306K sold.

Strategies Wealth Advisors first reported a position in CSX in Q4 2024 and held it in 4 quarters. The position peaked at $546K in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Strategies Wealth Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 8,441 CSX Corp shares in Q1 2026, an estimated $306K.
  • Strategies Wealth Advisors first reported a position in CSX Corp in Q4 2024 and held it in 4 quarters.
  • Strategies Wealth Advisors's CSX Corp position peaked at $546K in Q4 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.