Valley Wealth Managers’s CSX Corp CSX Stock Holding History

Valley Wealth Managers’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	$78.4K	Hold	1,650	–	–	﹤0.01%	203
2026 Q1	$67.7K	Buy	1,650 +900	+120%	+$35.3K	﹤0.01%	207
2025 Q4	$27.2K	Hold	750	–	–	﹤0.01%	245
2025 Q3	$26.6K	Hold	750	–	–	﹤0.01%	234
2025 Q2	$24.5K	Hold	750	–	–	﹤0.01%	223
2025 Q1	$22.1K	Hold	750	–	–	﹤0.01%	243
2024 Q4	$24.2K	Hold	750	–	–	﹤0.01%	251
2024 Q3	$25.9K	Buy	750 +480	+178%	+$16.3K	﹤0.01%	252
2024 Q2	$9.03K	Buy	+270	New	+$9.17K	﹤0.01%	293
2023 Q3	–	Sell	-600	Closed	-$20.5K	–	375
2023 Q2	$20.5K	Hold	600	–	–	﹤0.01%	247
2023 Q1	$18K	Sell	600 -200	-25%	-$6.15K	﹤0.01%	258
2022 Q4	$24.8K	Sell	800 -1,875	-70%	-$56.4K	﹤0.01%	260
2022 Q3	$71K	Buy	2,675 +1,875	+234%	+$58.3K	0.01%	221
2022 Q2	$23K	Buy	+800	New	+$26.1K	﹤0.01%	288
2020 Q1	–	Sell	-13,575	Closed	-$328K	–	169
2019 Q4	$328K	Hold	13,575	–	–	0.03%	156
2019 Q3	$313K	Hold	13,575	–	–	0.03%	163
2019 Q2	$350K	Buy	+13,575	New	+$350K	0.04%	161

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

Valley Wealth Managers's CSX Position: Q2 2026 in Review

Valley Wealth Managers held its CSX Corp (CSX) position steady in Q2 2026 at 1,650 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Valley Wealth Managers first reported a position in CSX in Q2 2019 and has held it in 17 quarters since. The position peaked at $350K in Q2 2019. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Valley Wealth Managers held 1,650 shares of CSX Corp worth $78.4K as of Q2 2026.
Valley Wealth Managers left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #203 holding.
Valley Wealth Managers first reported a position in CSX Corp in Q2 2019 and has held it in 17 quarters since.
Valley Wealth Managers's CSX Corp position peaked at $350K in Q2 2019.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.