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Total Wealth Planning & Management’s CSX Corp CSX Stock Holding History

Total Wealth Planning & Management’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 		$214K Buy
+4,500
New +$203K 0.14% 201

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Total Wealth Planning & Management's CSX Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in CSX Corp (CSX) in Q2 2026: 4,500 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #201 among its holdings.

1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Total Wealth Planning & Management held 4,500 shares of CSX Corp worth $214K as of Q2 2026.
  • CSX Corp was a new Total Wealth Planning & Management position in Q2 2026.
  • CSX Corp made up 0.14% of Total Wealth Planning & Management's portfolio in Q2 2026, its #201 holding.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.