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Stratos Wealth Advisors’s CSX Corp CSX Stock Holding History

Stratos 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 		$692K Sell
16,853
-2,842
-14% -$111K 0.04% 326
2025
Q4 		$714K Sell
19,695
-3,802
-16% -$136K 0.03% 366
2025
Q3 		$834K Sell
23,497
-304
-1% -$10.4K 0.04% 351
2025
Q2 		$777K Buy
23,801
+672
+3% +$20.2K 0.04% 352
2025
Q1 		$681K Sell
23,129
-7,249
-24% -$230K 0.04% 375
2024
Q4 		$980K Buy
30,378
+404
+1% +$13.9K 0.05% 337
2024
Q3 		$1.04M Buy
29,974
+108
+0.4% +$3.67K 0.05% 347
2024
Q2 		$999K Buy
29,866
+2,184
+8% +$74.2K 0.05% 334
2024
Q1 		$1.03M Sell
27,682
-528
-2% -$19.3K 0.06% 320
2023
Q4 		$978K Buy
28,210
+304
+1% +$9.68K 0.06% 333
2023
Q3 		$858K Buy
27,906
+730
+3% +$23.1K 0.06% 335
2023
Q2 		$927K Buy
27,176
+1,303
+5% +$41.2K 0.07% 323
2023
Q1 		$775K Sell
25,873
-41,501
-62% -$1.28M 0.06% 336
2022
Q4 		$2.09M Sell
67,374
-1,105
-2% -$33.2K 0.17% 167
2022
Q3 		$1.82M Buy
68,479
+83
+0.1% +$2.58K 0.19% 148
2022
Q2 		$1.99M Buy
68,396
+46,696
+215% +$1.52M 0.18% 146
2022
Q1 		$813K Buy
21,700
+83
+0.4% +$2.94K 0.07% 305
2021
Q4 		$813K Buy
21,617
+1,885
+10% +$66.5K 0.06% 315
2021
Q3 		$587K Sell
19,732
-664
-3% -$21.3K 0.05% 326
2021
Q2 		$654K Buy
20,396
+980
+5% +$32.3K 0.06% 313
2021
Q1 		$624K Buy
19,416
+1,050
+6% +$32K 0.07% 281
2020
Q4 		$556K Buy
18,366
+8,901
+94% +$256K 0.08% 233
2020
Q3 		$245K Buy
+9,465
New +$233K 0.06% 278
2019
Q3 		– Sell
-8,145
Closed -$210K – 252
2019
Q2 		$210K Buy
8,145
+3
+0% +$77 0.08% 222
2019
Q1 		$203K Buy
+8,142
New +$189K 0.11% 206

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

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

Stratos Wealth Advisors reduced its CSX Corp (CSX) stake by 14% in Q1 2026, selling an estimated $111K and leaving 16,853 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #326.

Stratos Wealth Advisors first reported a position in CSX in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.09M in Q4 2022. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Stratos Wealth Advisors held 16,853 shares of CSX Corp worth $692K as of Q1 2026.
  • Stratos Wealth Advisors sold 2,842 CSX Corp shares in Q1 2026, an estimated $111K.
  • CSX Corp made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #326 holding.
  • Stratos Wealth Advisors first reported a position in CSX Corp in Q1 2019 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's CSX Corp position peaked at $2.09M in Q4 2022.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.