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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

ViaWealth's CSX Position: Q1 2026 in Review

ViaWealth reduced its CSX Corp (CSX) stake by 2% in Q1 2026, selling an estimated $6.58K and leaving 8,271 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #127.

ViaWealth first reported a position in CSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $551K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

ViaWealth held 8,271 shares of CSX Corp worth $340K as of Q1 2026.
ViaWealth sold 168 CSX Corp shares in Q1 2026, an estimated $6.58K.
CSX Corp made up 0.19% of ViaWealth's portfolio in Q1 2026, its #127 holding.
ViaWealth first reported a position in CSX Corp in Q4 2022 and has held it in 14 quarters since.
ViaWealth's CSX Corp position peaked at $551K in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.