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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
Q2 		$1.4M Buy
29,506
+13
+0% +$587 0.13% 69
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 $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

Ullmann Wealth Partners Group's CSX Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its CSX Corp (CSX) stake by 0.04% in Q2 2026, buying an estimated $587 and bringing the position to 29,506 shares worth $1.4M. 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 24 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Ullmann Wealth Partners Group held 29,506 shares of CSX Corp worth $1.4M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 13 CSX Corp shares in Q2 2026, an estimated $587.
  • CSX Corp made up 0.13% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #69 holding.
  • Ullmann Wealth Partners Group first reported a position in CSX Corp in Q4 2016 and has held it in 24 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.