Tradition Wealth Management’s CSX Corp CSX Stock Holding History

Tradition Wealth 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	$215K	Buy	+4,525	New	+$204K	0.01%	492
2024 Q2	–	Sell	-5,749	Closed	-$213K	–	407
2024 Q1	$213K	Sell	5,749 -7	-0.1%	-$255	0.02%	364
2023 Q4	$200K	Sell	5,756 -113	-2%	-$3.6K	0.02%	324
2023 Q3	$180K	Sell	5,869 -61	-1%	-$1.93K	0.02%	321
2023 Q2	$202K	Buy	5,930 +196	+3%	+$6.2K	0.02%	308
2023 Q1	$172K	Buy	5,734 +1,814	+46%	+$55.8K	0.02%	324
2022 Q4	$121K	Buy	3,920 +5	+0.1%	+$150	0.02%	335
2022 Q3	$104K	Buy	3,915 +15	+0.4%	+$466	0.02%	357
2022 Q2	$113K	Hold	3,900	–	–	0.02%	338
2022 Q1	$146K	Sell	3,900 -750	-16%	-$26.5K	0.02%	333
2021 Q4	$175K	Hold	4,650	–	–	0.02%	319
2021 Q3	$138K	Hold	4,650	–	–	0.02%	323
2021 Q2	$149K	Hold	4,650	–	–	0.02%	328
2021 Q1	$149K	Hold	4,650	–	–	0.03%	276
2020 Q4	$141K	Buy	+4,650	New	+$134K	0.03%	264

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

Tradition Wealth Management's CSX Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in CSX Corp (CSX) in Q2 2026: 4,525 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in CSX as recently as Q1 2024.

Tradition Wealth Management first reported a position in CSX in Q4 2020 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Tradition Wealth Management held 4,525 shares of CSX Corp worth $215K as of Q2 2026.
CSX Corp was a new Tradition Wealth Management position in Q2 2026.
CSX Corp made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #492 holding.
Tradition Wealth Management first reported a position in CSX Corp in Q4 2020 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.