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Ullmann Wealth Partners Group’s CSX Corp CSX Stock Holding History

Ullmann Wealth Partners Group’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 		$1.21M Sell
29,493
-58
-0.2% -$2.27K 0.13% 69
2025
Q4 		$1.06M Hold
29,551
– – 0.11% 74
2025
Q3 		$1.05M Buy
29,551
+263
+0.9% +$8.98K 0.11% 72
2025
Q2 		$956K Buy
29,288
+12
+0% +$361 0.11% 67
2025
Q1 		$862K Buy
29,276
+363
+1% +$11.5K 0.11% 65
2024
Q4 		$933K Buy
28,913
+11
+0% +$377 0.12% 62
2024
Q3 		$998K Sell
28,902
-1,669
-5% -$56.6K 0.13% 59
2024
Q2 		$1.02M Sell
30,571
-948
-3% -$32.2K 0.15% 51
2024
Q1 		$1.17M Buy
31,519
+10
+0% +$365 0.17% 45
2023
Q4 		$1.09M Buy
31,509
+14,148
+81% +$451K 0.18% 41
2023
Q3 		$534K Buy
17,361
+128
+0.7% +$4.05K 0.1% 57
2023
Q2 		$588K Buy
17,233
+10
+0.1% +$316 0.12% 54
2023
Q1 		$516K Buy
+17,223
New +$529K 0.12% 53
2022
Q1 		– Sell
-11,436
Closed -$430K – 82
2021
Q4 		$430K Sell
11,436
-3,513
-23% -$124K 0.11% 54
2021
Q3 		$445K Buy
14,949
+450
+3% +$14.4K 0.18% 48
2021
Q2 		$465K Buy
14,499
+1,290
+10% +$42.5K 0.19% 47
2021
Q1 		$425K Sell
13,209
-684
-5% -$20.9K 0.19% 48
2020
Q4 		$420K Hold
13,893
– – 0.21% 45
2020
Q3 		$360K Buy
+13,893
New +$343K 0.21% 45
2017
Q4 		– Sell
-37,848
Closed -$384K – 54
2017
Q3 		$384K Buy
37,848
+24,981
+194% +$429K 0.38% 37
2017
Q2 		$234K Sell
12,867
-642
-5% -$11K 0.17% 51
2017
Q1 		$209K Sell
13,509
-828
-6% -$12.6K 0.17% 49
2016
Q4 		$221K Buy
+14,337
New +$161K 0.21% 44

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

Ullmann Wealth Partners Group's CSX Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its CSX Corp (CSX) stake by 0.2% in Q1 2026, selling an estimated $2.27K and leaving 29,493 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #69.

Ullmann Wealth Partners Group first reported a position in CSX in Q4 2016 and has held it in 23 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Ullmann Wealth Partners Group held 29,493 shares of CSX Corp worth $1.21M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 58 CSX Corp shares in Q1 2026, an estimated $2.27K.
  • CSX Corp made up 0.13% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #69 holding.
  • Ullmann Wealth Partners Group first reported a position in CSX Corp in Q4 2016 and has held it in 23 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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