ViaWealth’s CSX Corp CSX Stock Holding History

ViaWealth’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	$393K	Hold	8,271	–	–	0.2%	125
2026 Q1	$340K	Sell	8,271 -168	-2%	-$6.58K	0.19%	127
2025 Q4	$306K	Sell	8,439 -4,086	-33%	-$146K	0.17%	126
2025 Q3	$445K	Sell	12,525 -989	-7%	-$33.8K	0.24%	107
2025 Q2	$441K	Sell	13,514 -1,002	-7%	-$30.2K	0.26%	109
2025 Q1	$427K	Hold	14,516	–	–	0.26%	107
2024 Q4	$468K	Sell	14,516 -1,214	-8%	-$41.6K	0.28%	100
2024 Q3	$543K	Buy	15,730 +856	+6%	+$29K	0.32%	102
2024 Q2	$498K	Hold	14,874	–	–	0.31%	100
2024 Q1	$551K	Hold	14,874	–	–	0.34%	95
2023 Q4	$516K	Hold	14,874	–	–	0.35%	96
2023 Q3	$457K	Sell	14,874 -25	-0.2%	-$792	0.34%	99
2023 Q2	$508K	Sell	14,899 -25	-0.2%	-$791	0.38%	91
2023 Q1	$447K	Hold	14,924	–	–	0.35%	100
2022 Q4	$480K	Buy	+14,924	New	+$449K	0.39%	93

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

ViaWealth's CSX Position: Q2 2026 in Review

ViaWealth held its CSX Corp (CSX) position steady in Q2 2026 at 8,271 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #125.

ViaWealth first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $551K in Q1 2024. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

ViaWealth held 8,271 shares of CSX Corp worth $393K as of Q2 2026.
ViaWealth left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.2% of ViaWealth's portfolio in Q2 2026, its #125 holding.
ViaWealth first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
ViaWealth's CSX Corp position peaked at $551K in Q1 2024.
1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.