Tred Avon Family Wealth’s CSX Corp CSX Stock Holding History

Tred Avon Family Wealth’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	$411K	Hold	10,001	–	–	0.14%	190
2025 Q4	$363K	Sell	10,001 -19	-0.2%	-$680	0.12%	194
2025 Q3	$356K	Buy	+10,020	New	+$342K	0.12%	190

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Tred Avon Family Wealth's CSX Position: Q1 2026 in Review

Tred Avon Family Wealth held its CSX Corp (CSX) position steady in Q1 2026 at 10,001 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #190.

Tred Avon Family Wealth first reported a position in CSX in Q3 2025 and has held it in 3 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Tred Avon Family Wealth held 10,001 shares of CSX Corp worth $411K as of Q1 2026.
Tred Avon Family Wealth left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #190 holding.
Tred Avon Family Wealth first reported a position in CSX Corp in Q3 2025 and has held it in 3 quarters since.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.