Valmark Advisers’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.47M | Sell |
30,967
-143
| -0.5% | -$6.46K | 0.02% | 310 |
|
|
2026
Q1 | $1.28M | Buy |
31,110
+254
| +0.8% | +$9.96K | 0.02% | 314 |
|
|
2025
Q4 | $1.12M | Sell |
30,856
-1,101
| -3% | -$39.4K | 0.01% | 328 |
|
|
2025
Q3 | $1.13M | Sell |
31,957
-62
| -0.2% | -$2.12K | 0.01% | 316 |
|
|
2025
Q2 | $1.04M | Sell |
32,019
-187
| -0.6% | -$5.63K | 0.01% | 324 |
|
|
2025
Q1 | $948K | Sell |
32,206
-416
| -1% | -$13.2K | 0.01% | 321 |
|
|
2024
Q4 | $1.05M | Sell |
32,622
-44
| -0.1% | -$1.51K | 0.02% | 300 |
|
|
2024
Q3 | $1.13M | Buy |
32,666
+276
| +0.9% | +$9.37K | 0.02% | 284 |
|
|
2024
Q2 | $1.08M | Buy |
32,390
+342
| +1% | +$11.6K | 0.02% | 270 |
|
|
2024
Q1 | $1.19M | Sell |
32,048
-1,606
| -5% | -$58.6K | 0.02% | 241 |
|
|
2023
Q4 | $1.17M | Buy |
33,654
+386
| +1% | +$12.3K | 0.02% | 229 |
|
|
2023
Q3 | $1.02M | Buy |
33,268
+28
| +0.1% | +$887 | 0.02% | 224 |
|
|
2023
Q2 | $1.13M | Sell |
33,240
-390
| -1% | -$12.3K | 0.02% | 210 |
|
|
2023
Q1 | $1.01M | Buy |
33,630
+390
| +1% | +$12K | 0.02% | 222 |
|
|
2022
Q4 | $1.03M | Buy |
33,240
+322
| +1% | +$9.68K | 0.02% | 209 |
|
|
2022
Q3 | $877K | Sell |
32,918
-50
| -0.2% | -$1.55K | 0.02% | 204 |
|
|
2022
Q2 | $958K | Buy |
32,968
+100
| +0.3% | +$3.26K | 0.02% | 195 |
|
|
2022
Q1 | $1.23M | Buy |
32,868
+193
| +0.6% | +$6.83K | 0.02% | 181 |
|
|
2021
Q4 | $1.23M | Sell |
32,675
-595
| -2% | -$21K | 0.02% | 176 |
|
|
2021
Q3 | $989K | Buy |
33,270
+654
| +2% | +$20.9K | 0.02% | 182 |
|
|
2021
Q2 | $1.05M | Sell |
32,616
-300
| -0.9% | -$9.89K | 0.02% | 183 |
|
|
2021
Q1 | $1.06M | Buy |
32,916
+4,500
| +16% | +$137K | 0.02% | 178 |
|
|
2020
Q4 | $860K | Buy |
28,416
+966
| +4% | +$27.8K | 0.02% | 188 |
|
|
2020
Q3 | $711K | Sell |
27,450
-15
| -0.1% | -$370 | 0.02% | 156 |
|
|
2020
Q2 | $638K | Hold |
27,465
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $525K | Sell |
27,465
-600
| -2% | -$14K | 0.01% | 144 |
|
|
2019
Q4 | $677K | Buy |
28,065
+15
| +0.1% | +$355 | 0.01% | 128 |
|
|
2019
Q3 | $648K | Hold |
28,050
| – | – | 0.01% | 132 |
|
|
2019
Q2 | $723K | Hold |
28,050
| – | – | 0.02% | 112 |
|
|
2019
Q1 | $700K | Hold |
28,050
| – | – | 0.02% | 115 |
|
|
2018
Q4 | $581K | Buy |
+28,050
| New | +$645K | 0.01% | 117 |
|
Other funds holding CSX
Valmark Advisers's CSX Position: Q2 2026 in Review
Valmark Advisers reduced its CSX Corp (CSX) stake by 0.46% in Q2 2026, selling an estimated $6.46K and leaving 30,967 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #310.
Valmark Advisers first reported a position in CSX in Q4 2018 and has held it in 31 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Valmark Advisers held 30,967 shares of CSX Corp worth $1.47M as of Q2 2026.
- Valmark Advisers sold 143 CSX Corp shares in Q2 2026, an estimated $6.46K.
- CSX Corp made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #310 holding.
- Valmark Advisers first reported a position in CSX Corp in Q4 2018 and has held it in 31 quarters since.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.