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Stratos Wealth Partners’s CSX Corp CSX Stock Holding History

Stratos 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 		$882K Sell
21,487
-3,525
-14% -$138K 0.01% 848
2025
Q4 		$907K Sell
25,012
-1,103
-4% -$39.5K 0.01% 809
2025
Q3 		$927K Buy
26,115
+2,983
+13% +$102K 0.01% 774
2025
Q2 		$755K Sell
23,132
-1,180
-5% -$35.5K 0.01% 792
2025
Q1 		$716K Sell
24,312
-16,308
-40% -$518K 0.01% 769
2024
Q4 		$1.31M Buy
40,620
+752
+2% +$25.8K 0.02% 598
2024
Q3 		$1.38M Sell
39,868
-605
-1% -$20.5K 0.02% 565
2024
Q2 		$1.35M Buy
40,473
+4,216
+12% +$143K 0.02% 555
2024
Q1 		$1.34M Buy
36,257
+251
+0.7% +$9.16K 0.02% 550
2023
Q4 		$1.25M Buy
36,006
+4,856
+16% +$155K 0.02% 543
2023
Q3 		$958K Buy
31,150
+2,847
+10% +$90.2K 0.02% 591
2023
Q2 		$965K Sell
28,303
-47
-0.2% -$1.49K 0.02% 543
2023
Q1 		$849K Sell
28,350
-2,521
-8% -$77.5K 0.02% 527
2022
Q4 		$956K Buy
30,871
+764
+3% +$23K 0.02% 519
2022
Q3 		$802K Sell
30,107
-31,122
-51% -$967K 0.02% 547
2022
Q2 		$1.78M Sell
61,229
-3,660
-6% -$119K 0.04% 343
2022
Q1 		$2.43M Buy
64,889
+785
+1% +$27.8K 0.05% 316
2021
Q4 		$2.41M Buy
64,104
+27,681
+76% +$976K 0.05% 312
2021
Q3 		$1.08M Sell
36,423
-26,248
-42% -$840K 0.03% 503
2021
Q2 		$1.99M Buy
62,671
+24,100
+62% +$795K 0.05% 344
2021
Q1 		$1.24M Buy
38,571
+141
+0.4% +$4.3K 0.03% 444
2020
Q4 		$1.16M Sell
38,430
-648
-2% -$18.6K 0.03% 412
2020
Q3 		$1.01M Sell
39,078
-513
-1% -$12.7K 0.03% 396
2020
Q2 		$920K Buy
39,591
+1,908
+5% +$42.2K 0.03% 398
2020
Q1 		$720K Sell
37,683
-321
-0.8% -$7.5K 0.03% 409
2019
Q4 		$917K Sell
38,004
-5,283
-12% -$125K 0.04% 414
2019
Q3 		$999K Sell
43,287
-4,536
-9% -$106K 0.04% 367
2019
Q2 		$1.23M Buy
47,823
+2,841
+6% +$73.2K 0.05% 308
2019
Q1 		$1.12M Sell
44,982
-2,619
-6% -$60.6K 0.05% 334
2018
Q4 		$986K Buy
47,601
+2,793
+6% +$64.2K 0.05% 333
2018
Q3 		$1.11M Buy
44,808
+474
+1% +$11.3K 0.05% 314
2018
Q2 		$943K Buy
44,334
+291
+0.7% +$5.99K 0.04% 377
2018
Q1 		$818K Buy
44,043
+4,845
+12% +$90.5K 0.03% 413
2017
Q4 		$719K Sell
39,198
-1,344
-3% -$23.8K 0.03% 427
2017
Q3 		$733K Sell
40,542
-5,805
-13% -$99.6K 0.03% 401
2017
Q2 		$843K Buy
46,347
+5,187
+13% +$88.9K 0.04% 326
2017
Q1 		$639K Buy
41,160
+3,948
+11% +$60.2K 0.04% 366
2016
Q4 		$446K Buy
37,212
+60
+0.2% +$673 0.03% 418
2016
Q3 		$378K Sell
37,152
-9,648
-21% -$91.2K 0.03% 426
2016
Q2 		$407K Buy
+46,800
New +$408K 0.03% 374
2015
Q4 		– Sell
-23,106
Closed -$207K – 595
2015
Q3 		$207K Buy
23,106
+303
+1% +$2.97K 0.03% 478
2015
Q2 		$248K Buy
22,803
+2,406
+12% +$27.9K 0.03% 413
2015
Q1 		$225K Sell
20,397
-13,989
-41% -$161K 0.03% 510
2014
Q4 		$415K Sell
34,386
-9,255
-21% -$108K 0.07% 281
2014
Q3 		$467K Sell
43,641
-4,788
-10% -$49.4K 0.11% 167
2014
Q2 		$496K Buy
+48,429
New +$472K 0.17% 157

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 Partners's CSX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its CSX Corp (CSX) stake by 14% in Q1 2026, selling an estimated $138K and leaving 21,487 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #848.

Stratos Wealth Partners first reported a position in CSX in Q2 2014 and has held it in 46 quarters since. The position peaked at $2.43M in Q1 2022. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Stratos Wealth Partners held 21,487 shares of CSX Corp worth $882K as of Q1 2026.
  • Stratos Wealth Partners sold 3,525 CSX Corp shares in Q1 2026, an estimated $138K.
  • CSX Corp made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #848 holding.
  • Stratos Wealth Partners first reported a position in CSX Corp in Q2 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's CSX Corp position peaked at $2.43M in Q1 2022.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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